GT
CHL

Greenleaf Trust’s China Mobile Limited CHL Stock Holding History

Greenleaf Trust’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41,087
Closed -$1.17M – 722
2020
Q4 		$1.17M Buy
41,087
+27,134
+194% +$839K 0.02% 162
2020
Q3 		$449K Buy
13,953
+7,178
+106% +$252K 0.01% 307
2020
Q2 		$228K Sell
6,775
-17,737
-72% -$657K ﹤0.01% 473
2020
Q1 		$923K Buy
+24,512
New +$985K 0.02% 144
2019
Q4 		– Sell
-18,358
Closed -$760K – 591
2019
Q3 		$760K Sell
18,358
-5,978
-25% -$255K 0.01% 201
2019
Q2 		$1.1M Sell
24,336
-14,954
-38% -$696K 0.02% 157
2019
Q1 		$2M Buy
39,290
+8,389
+27% +$438K 0.03% 95
2018
Q4 		$1.48M Sell
30,901
-179
-0.6% -$8.62K 0.03% 110
2018
Q3 		$1.52M Sell
31,080
-4,583
-13% -$212K 0.03% 119
2018
Q2 		$1.58M Buy
+35,663
New +$1.64M 0.03% 110
2018
Q1 		– Sell
-13,555
Closed -$685K – 702
2017
Q4 		$685K Buy
13,555
+3,384
+33% +$170K 0.01% 198
2017
Q3 		$514K Sell
10,171
-4,952
-33% -$264K 0.01% 225
2017
Q2 		$803K Buy
15,123
+4,361
+41% +$237K 0.02% 145
2017
Q1 		$594K Buy
10,762
+4,214
+64% +$235K 0.01% 142
2016
Q4 		$343K Buy
6,548
+2,857
+77% +$160K 0.01% 161
2016
Q3 		$227K Buy
+3,691
New +$226K 0.01% 185

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Greenleaf Trust's CHL Position: Q1 2021 in Review

Greenleaf Trust sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 41,087 shares — an estimated $1.17M sold.

Greenleaf Trust first reported a position in CHL in Q3 2016 and held it in 16 quarters. The position peaked at $2M in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Greenleaf Trust reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Greenleaf Trust sold 41,087 China Mobile Limited shares in Q1 2021, an estimated $1.17M.
  • Greenleaf Trust first reported a position in China Mobile Limited in Q3 2016 and held it in 16 quarters.
  • Greenleaf Trust's China Mobile Limited position peaked at $2M in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Greenleaf Trust's 13F filing for Q1 2021, filed 30 Apr 2021.