Integrated Wealth Management (Palm Desert)’s China Mobile Limited CHL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-118	Closed	-$7K	–	1263
2016 Q3	$7K	Sell	118 -300	-72%	-$18.4K	﹤0.01%	854
2016 Q2	$24K	Buy	418 +300	+254%	+$16.9K	0.01%	561
2016 Q1	$7K	Sell	118 -13	-10%	-$701	﹤0.01%	807
2015 Q4	$7K	Hold	131	–	–	﹤0.01%	877
2015 Q3	$8K	Hold	131	–	–	﹤0.01%	839
2015 Q2	$8K	Hold	131	–	–	﹤0.01%	859
2015 Q1	$8K	Buy	+131	New	+$8.55K	﹤0.01%	830

Other funds holding CHL

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CHL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of China Mobile Limited (CHL) in Q4 2016, closing a stake of 118 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHL in Q1 2015 and held it in 7 quarters. The position peaked at $24K in Q2 2016. 319 funds tracked by Wall St. Rank hold CHL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining China Mobile Limited position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 118 China Mobile Limited shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in China Mobile Limited in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s China Mobile Limited position peaked at $24K in Q2 2016.
319 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.