IWC
CHL

Integrated Wealth Concepts’s China Mobile Limited CHL Stock Holding History

Integrated Wealth Concepts’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
2019
Q4 		– Sell
-8,646
Closed -$358K – 499
2019
Q3 		$358K Buy
8,646
+3,514
+68% +$150K 0.04% 269
2019
Q2 		$236K Buy
+5,132
New +$239K 0.03% 325

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Integrated Wealth Concepts's CHL Position: Q4 2019 in Review

Integrated Wealth Concepts sold out of China Mobile Limited (CHL) in Q4 2019, closing a stake of 8,646 shares — an estimated $358K sold.

Integrated Wealth Concepts first reported a position in CHL in Q2 2019 and held it in 2 quarters. The position peaked at $358K in Q3 2019. 312 funds tracked by Wall St. Rank hold CHL as of Q4 2019.

  • Integrated Wealth Concepts reported no remaining China Mobile Limited position as of Q4 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,646 China Mobile Limited shares in Q4 2019, an estimated $358K.
  • Integrated Wealth Concepts first reported a position in China Mobile Limited in Q2 2019 and held it in 2 quarters.
  • Integrated Wealth Concepts's China Mobile Limited position peaked at $358K in Q3 2019.
  • 312 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2019.

Based on Integrated Wealth Concepts's 13F filing for Q4 2019, filed 20 Feb 2020.