KWA
CHL

KCS Wealth Advisory’s China Mobile Limited CHL Stock Holding History

KCS Wealth Advisory’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
-12,383
Closed -$417K – 148
2020
Q2 		$417K Sell
12,383
-10,537
-46% -$390K 0.35% 98
2020
Q1 		$863K Buy
22,920
+5,194
+29% +$209K 0.88% 40
2019
Q4 		$749K Sell
17,726
-2,924
-14% -$118K 0.56% 79
2019
Q3 		$855K Buy
20,650
+2,298
+13% +$97.9K 0.59% 70
2019
Q2 		$831K Buy
18,352
+1,510
+9% +$70.3K 0.66% 67
2019
Q1 		$859K Buy
16,842
+11
+0.1% +$574 0.75% 53
2018
Q4 		$808K Buy
16,831
+622
+4% +$30K 0.85% 42
2018
Q3 		$793K Buy
16,209
+1,953
+14% +$90.2K 0.74% 49
2018
Q2 		$633K Buy
14,256
+1,711
+14% +$78.8K 0.59% 73
2018
Q1 		$574K Buy
12,545
+996
+9% +$48.3K 0.52% 79
2017
Q4 		$584K Buy
+11,549
New +$581K 0.56% 70

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

KCS Wealth Advisory's CHL Position: Q3 2020 in Review

KCS Wealth Advisory sold out of China Mobile Limited (CHL) in Q3 2020, closing a stake of 12,383 shares — an estimated $417K sold.

KCS Wealth Advisory first reported a position in CHL in Q4 2017 and held it in 11 quarters. The position peaked at $863K in Q1 2020. 282 funds tracked by Wall St. Rank hold CHL as of Q3 2020.

  • KCS Wealth Advisory reported no remaining China Mobile Limited position as of Q3 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 12,383 China Mobile Limited shares in Q3 2020, an estimated $417K.
  • KCS Wealth Advisory first reported a position in China Mobile Limited in Q4 2017 and held it in 11 quarters.
  • KCS Wealth Advisory's China Mobile Limited position peaked at $863K in Q1 2020.
  • 282 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2020.

Based on KCS Wealth Advisory's 13F filing for Q3 2020, filed 27 Oct 2020.