HFP
CHL

Holistic Financial Partners’s China Mobile Limited CHL Stock Holding History

Holistic Financial Partners’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
2020
Q1 		– Sell
-6,673
Closed -$282K – 115
2019
Q4 		$282K Hold
6,673
– – 0.17% 77
2019
Q3 		$277K Hold
6,673
– – 0.25% 57
2019
Q2 		$302K Hold
6,673
– – 0.3% 43
2019
Q1 		$340K Hold
6,673
– – 0.14% 75
2018
Q4 		$320K Hold
6,673
– – 0.33% 37
2018
Q3 		$327K Buy
+6,673
New +$308K 0.31% 39
2018
Q2 		– Sell
-6,673
Closed -$305K – 434
2018
Q1 		$305K Buy
6,673
+1,633
+32% +$79.2K 0.25% 40
2017
Q4 		$255K Buy
+5,040
New +$254K 0.21% 52

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Holistic Financial Partners's CHL Position: Q1 2020 in Review

Holistic Financial Partners sold out of China Mobile Limited (CHL) in Q1 2020, closing a stake of 6,673 shares — an estimated $282K sold.

Holistic Financial Partners first reported a position in CHL in Q4 2017 and held it in 8 quarters. The position peaked at $340K in Q1 2019. 319 funds tracked by Wall St. Rank hold CHL as of Q1 2020.

  • Holistic Financial Partners reported no remaining China Mobile Limited position as of Q1 2020 after selling out during the quarter.
  • Holistic Financial Partners sold 6,673 China Mobile Limited shares in Q1 2020, an estimated $282K.
  • Holistic Financial Partners first reported a position in China Mobile Limited in Q4 2017 and held it in 8 quarters.
  • Holistic Financial Partners's China Mobile Limited position peaked at $340K in Q1 2019.
  • 319 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2020.

Based on Holistic Financial Partners's 13F filing for Q1 2020, filed 5 May 2020.