JWA
CHL

JFS Wealth Advisors’s China Mobile Limited CHL Stock Holding History

JFS Wealth Advisors’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
2021
Q1 		– Sell
-2,693
Closed -$77K – 648
2020
Q4 		$77K Sell
2,693
-262
-9% -$8.1K 0.02% 212
2020
Q3 		$95K Hold
2,955
– – 0.02% 180
2020
Q2 		$99K Buy
2,955
+64
+2% +$2.37K 0.03% 182
2020
Q1 		$109K Buy
2,891
+34
+1% +$1.37K 0.03% 161
2019
Q4 		$121K Hold
2,857
– – 0.03% 175
2019
Q3 		$118K Hold
2,857
– – 0.03% 175
2019
Q2 		$129K Hold
2,857
– – 0.03% 167
2019
Q1 		$146K Sell
2,857
-66
-2% -$3.45K 0.04% 157
2018
Q4 		$140K Hold
2,923
– – 0.04% 154
2018
Q3 		$143K Buy
2,923
+80
+3% +$3.7K 0.04% 164
2018
Q2 		$126K Sell
2,843
-115
-4% -$5.29K 0.03% 173
2018
Q1 		$135K Buy
2,958
+325
+12% +$15.8K 0.04% 172
2017
Q4 		$133K Buy
2,633
+204
+8% +$10.3K 0.03% 177
2017
Q3 		$123K Buy
2,429
+291
+14% +$15.5K 0.03% 173
2017
Q2 		$114K Buy
2,138
+342
+19% +$18.6K 0.03% 165
2017
Q1 		$94K Hold
1,796
– – 0.03% 173
2016
Q4 		$94K Buy
1,796
+83
+5% +$4.66K 0.03% 173
2016
Q3 		$105K Hold
1,713
– – 0.03% 174
2016
Q2 		$99K Buy
1,713
+77
+5% +$4.33K 0.03% 206
2016
Q1 		$91K Buy
1,636
+56
+4% +$3.02K 0.03% 183
2015
Q4 		$89K Hold
1,580
– – 0.03% 188
2015
Q3 		$94K Buy
1,580
+160
+11% +$9.87K 0.04% 159
2015
Q2 		$91K Sell
1,420
-40
-3% -$2.73K 0.05% 132
2015
Q1 		$95K Sell
1,460
-540
-27% -$35.2K 0.04% 133
2014
Q4 		$118K Sell
2,000
-100
-5% -$5.99K 0.02% 118
2014
Q3 		$123K Sell
2,100
-250
-11% -$14.4K 0.02% 108
2014
Q2 		$114K Buy
+2,350
New +$113K 0.02% 117

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors's CHL Position: Q1 2021 in Review

JFS Wealth Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 2,693 shares — an estimated $77K sold.

JFS Wealth Advisors first reported a position in CHL in Q2 2014 and held it in 27 quarters. The position peaked at $146K in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • JFS Wealth Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,693 China Mobile Limited shares in Q1 2021, an estimated $77K.
  • JFS Wealth Advisors first reported a position in China Mobile Limited in Q2 2014 and held it in 27 quarters.
  • JFS Wealth Advisors's China Mobile Limited position peaked at $146K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on JFS Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.