HT
CHL

Heritage Trust’s China Mobile Limited CHL Stock Holding History

Heritage 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
2018
Q1 		– Sell
-111
Closed -$6K – 417
2017
Q4 		$6K Hold
111
– – ﹤0.01% 318
2017
Q3 		$6K Buy
+111
New +$5.91K ﹤0.01% 319

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Heritage Trust's CHL Position: Q1 2018 in Review

Heritage Trust sold out of China Mobile Limited (CHL) in Q1 2018, closing a stake of 111 shares — an estimated $6K sold.

Heritage Trust first reported a position in CHL in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 308 funds tracked by Wall St. Rank hold CHL as of Q1 2018.

  • Heritage Trust reported no remaining China Mobile Limited position as of Q1 2018 after selling out during the quarter.
  • Heritage Trust sold 111 China Mobile Limited shares in Q1 2018, an estimated $6K.
  • Heritage Trust first reported a position in China Mobile Limited in Q3 2017 and held it in 2 quarters.
  • Heritage Trust's China Mobile Limited position peaked at $6K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.