KAS
CHL

Kestra Advisory Services’s China Mobile Limited CHL Stock Holding History

Kestra Advisory Services’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
-20,241
Closed -$573K – 2129
2020
Q4 		$573K Buy
20,241
+4,698
+30% +$145K 0.01% 1139
2020
Q3 		$500K Buy
+15,543
New +$545K 0.01% 885

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

Kestra Advisory Services's CHL Position: Q1 2021 in Review

Kestra Advisory Services sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 20,241 shares — an estimated $573K sold.

Kestra Advisory Services first reported a position in CHL in Q3 2020 and held it in 2 quarters. The position peaked at $573K in Q4 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Kestra Advisory Services reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 20,241 China Mobile Limited shares in Q1 2021, an estimated $573K.
  • Kestra Advisory Services first reported a position in China Mobile Limited in Q3 2020 and held it in 2 quarters.
  • Kestra Advisory Services's China Mobile Limited position peaked at $573K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.