HCM
CHL

Herndon Capital Management’s China Mobile Limited CHL Stock Holding History

Herndon Capital Management’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
2013
Q4 		– Sell
-4,143
Closed -$234K – 193
2013
Q3 		$234K Sell
4,143
-475
-10% -$25.7K ﹤0.01% 174
2013
Q2 		$239K Buy
+4,618
New +$244K ﹤0.01% 171

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Herndon Capital Management's CHL Position: Q4 2013 in Review

Herndon Capital Management sold out of China Mobile Limited (CHL) in Q4 2013, closing a stake of 4,143 shares — an estimated $234K sold.

Herndon Capital Management first reported a position in CHL in Q2 2013 and held it in 2 quarters. The position peaked at $239K in Q2 2013. 298 funds tracked by Wall St. Rank hold CHL as of Q4 2013.

  • Herndon Capital Management reported no remaining China Mobile Limited position as of Q4 2013 after selling out during the quarter.
  • Herndon Capital Management sold 4,143 China Mobile Limited shares in Q4 2013, an estimated $234K.
  • Herndon Capital Management first reported a position in China Mobile Limited in Q2 2013 and held it in 2 quarters.
  • Herndon Capital Management's China Mobile Limited position peaked at $239K in Q2 2013.
  • 298 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2013.

Based on Herndon Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.