LWA
CHL

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

Lenox 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
2019
Q4 		– Sell
-66
Closed -$3K – 855
2019
Q3 		$3K Hold
66
– – ﹤0.01% 478
2019
Q2 		$3K Hold
66
– – ﹤0.01% 353
2019
Q1 		$3K Hold
66
– – ﹤0.01% 501
2018
Q4 		$3K Hold
66
– – ﹤0.01% 332
2018
Q3 		$3K Sell
66
-618
-90% -$28.6K ﹤0.01% 353
2018
Q2 		$30K Sell
684
-1,053
-61% -$48.5K 0.01% 198
2018
Q1 		$79K Buy
1,737
+1,412
+434% +$68.5K 0.02% 123
2017
Q4 		$16K Buy
+325
New +$16.4K ﹤0.01% 147

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Lenox Wealth Advisors's CHL Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of China Mobile Limited (CHL) in Q4 2019, closing a stake of 66 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CHL in Q4 2017 and held it in 8 quarters. The position peaked at $79K in Q1 2018. 312 funds tracked by Wall St. Rank hold CHL as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining China Mobile Limited position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 66 China Mobile Limited shares in Q4 2019, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in China Mobile Limited in Q4 2017 and held it in 8 quarters.
  • Lenox Wealth Advisors's China Mobile Limited position peaked at $79K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.