JPLA
CHL

Joseph P. Lucia & Associates’s China Mobile Limited CHL Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-40
Closed -$1K – 503
2020
Q2 		$1K Hold
40
– – ﹤0.01% 471
2020
Q1 		$2K Hold
40
– – ﹤0.01% 409
2019
Q4 		$2K Buy
+40
New +$1.61K ﹤0.01% 425

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Joseph P. Lucia & Associates's CHL Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of China Mobile Limited (CHL) in Q3 2020, closing a stake of 40 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in CHL in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 282 funds tracked by Wall St. Rank hold CHL as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining China Mobile Limited position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 40 China Mobile Limited shares in Q3 2020, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in China Mobile Limited in Q4 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's China Mobile Limited position peaked at $2K in Q1 2020.
  • 282 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.