IWMPD
CHU

Integrated Wealth Management (Palm Desert)’s China Unicom (HONG KONG) Limited CHU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-125
Closed -$2K – 1462
2016
Q1 		$2K Hold
125
– – ﹤0.01% 1059
2015
Q4 		$2K Hold
125
– – ﹤0.01% 1144
2015
Q3 		$2K Hold
125
– – ﹤0.01% 1161
2015
Q2 		$2K Hold
125
– – ﹤0.01% 1192
2015
Q1 		$1K Buy
+125
New +$1.94K ﹤0.01% 1276

Other funds holding CHU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CHU Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of China Unicom (HONG KONG) Limited (CHU) in Q2 2016, closing a stake of 125 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CHU in Q1 2015 and held it in 5 quarters. The position peaked at $2K in Q1 2016. 84 funds tracked by Wall St. Rank hold CHU as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining China Unicom (HONG KONG) Limited position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 125 China Unicom (HONG KONG) Limited shares in Q2 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in China Unicom (HONG KONG) Limited in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s China Unicom (HONG KONG) Limited position peaked at $2K in Q1 2016.
  • 84 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.