LF
CHL

Lee Financial’s China Mobile Limited CHL Stock Holding History

Lee Financial’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
-75
Closed -$2K – 535
2020
Q4 		$2K Hold
75
– – ﹤0.01% 451
2020
Q3 		$2K Hold
75
– – ﹤0.01% 511
2020
Q2 		$3K Hold
75
– – ﹤0.01% 480
2020
Q1 		$3K Hold
75
– – ﹤0.01% 426
2019
Q4 		$3K Hold
75
– – ﹤0.01% 455
2019
Q3 		$3K Hold
75
– – ﹤0.01% 470
2019
Q2 		$3K Hold
75
– – ﹤0.01% 476
2019
Q1 		$4K Hold
75
– – ﹤0.01% 440
2018
Q4 		$4K Hold
75
– – ﹤0.01% 386
2018
Q3 		$4K Sell
75
-93
-55% -$4.3K ﹤0.01% 433
2018
Q2 		$7K Buy
168
+93
+124% +$4.28K ﹤0.01% 578
2018
Q1 		$3K Hold
75
– – ﹤0.01% 696
2017
Q4 		$4K Hold
75
– – ﹤0.01% 441
2017
Q3 		$4K Hold
75
– – ﹤0.01% 430
2017
Q2 		$4K Hold
75
– – ﹤0.01% 425
2017
Q1 		$4K Sell
75
-500
-87% -$27.9K ﹤0.01% 367
2016
Q4 		$30K Buy
+575
New +$32.3K 0.02% 205

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 $1.44B AUM 21.92% 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

Lee Financial's CHL Position: Q1 2021 in Review

Lee Financial sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

Lee Financial first reported a position in CHL in Q4 2016 and held it in 17 quarters. The position peaked at $30K in Q4 2016. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Lee Financial reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Lee Financial sold 75 China Mobile Limited shares in Q1 2021, an estimated $2K.
  • Lee Financial first reported a position in China Mobile Limited in Q4 2016 and held it in 17 quarters.
  • Lee Financial's China Mobile Limited position peaked at $30K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.