Intersect Capital’s China Mobile Limited CHL Stock Holding History

Intersect Capital’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 Q4	–	Sell	-13,420	Closed	-$432K	–	303
2020 Q3	$432K	Buy	13,420 +777	+6%	+$27.3K	0.12%	130
2020 Q2	$425K	Sell	12,643 -1,688	-12%	-$62.5K	0.14%	107
2020 Q1	$540K	Buy	14,331 +1,572	+12%	+$63.2K	0.21%	83
2019 Q4	$539K	Buy	12,759 +1,600	+14%	+$64.6K	0.18%	90
2019 Q3	$462K	Buy	11,159 +379	+4%	+$16.1K	0.17%	98
2019 Q2	$488K	Buy	10,780 +2,210	+26%	+$103K	0.19%	88
2019 Q1	$437K	Buy	8,570 +1,770	+26%	+$92.4K	0.18%	90
2018 Q4	$326K	Buy	6,800 +650	+11%	+$31.3K	0.16%	97
2018 Q3	$301K	Sell	6,150 -2,000	-25%	-$92.4K	0.13%	102
2018 Q2	$362K	Hold	8,150	–	–	0.17%	88
2018 Q1	$373K	Buy	+8,150	New	+$395K	0.2%	83

Other funds holding CHL

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intersect Capital's CHL Position: Q4 2020 in Review

Intersect Capital sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 13,420 shares — an estimated $432K sold.

Intersect Capital first reported a position in CHL in Q1 2018 and held it in 11 quarters. The position peaked at $540K in Q1 2020. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

Intersect Capital reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
Intersect Capital sold 13,420 China Mobile Limited shares in Q4 2020, an estimated $432K.
Intersect Capital first reported a position in China Mobile Limited in Q1 2018 and held it in 11 quarters.
Intersect Capital's China Mobile Limited position peaked at $540K in Q1 2020.
248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on Intersect Capital's 13F filing for Q4 2020, filed 1 Feb 2021.