IWP
CHU

Icon Wealth Partners’s China Unicom (HONG KONG) Limited CHU Stock Holding History

Icon Wealth Partners’s Portfolio CHU Stock Details CHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,435
Closed -$30K – 837
2018
Q2 		$30K Buy
+2,435
New +$32.6K 0.01% 500
2018
Q1 		– Sell
-1,925
Closed -$26K – 872
2017
Q4 		$26K Buy
+1,925
New +$27.6K 0.01% 559

Other funds holding CHU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's CHU Position: Q3 2018 in Review

Icon Wealth Partners sold out of China Unicom (HONG KONG) Limited (CHU) in Q3 2018, closing a stake of 2,435 shares — an estimated $30K sold.

Icon Wealth Partners first reported a position in CHU in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q2 2018. 104 funds tracked by Wall St. Rank hold CHU as of Q3 2018.

  • Icon Wealth Partners reported no remaining China Unicom (HONG KONG) Limited position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 2,435 China Unicom (HONG KONG) Limited shares in Q3 2018, an estimated $30K.
  • Icon Wealth Partners first reported a position in China Unicom (HONG KONG) Limited in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's China Unicom (HONG KONG) Limited position peaked at $30K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.