LWM
CHA

Liberty Wealth Management’s China Telecom Corporation, LTD CHA Stock Holding History

Liberty Wealth Management’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-146
Closed -$4K – 1116
2020
Q3 		$4K Buy
146
+5
+4% +$157 ﹤0.01% 686
2020
Q2 		$4K Buy
141
+22
+18% +$698 ﹤0.01% 677
2020
Q1 		$4K Buy
119
+52
+78% +$1.94K ﹤0.01% 653
2019
Q4 		$3K Buy
67
+1
+2% +$42 ﹤0.01% 755
2019
Q3 		$3K Sell
66
-14
-18% -$644 ﹤0.01% 724
2019
Q2 		$4K Buy
80
+46
+135% +$2.36K ﹤0.01% 712
2019
Q1 		$1K Hold
34
– – ﹤0.01% 715
2018
Q4 		$1K Buy
+34
New +$1.71K ﹤0.01% 743

Other funds holding CHA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's CHA Position: Q4 2020 in Review

Liberty Wealth Management sold out of China Telecom Corporation, LTD (CHA) in Q4 2020, closing a stake of 146 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in CHA in Q4 2018 and held it in 8 quarters. The position peaked at $4K in Q3 2020. 68 funds tracked by Wall St. Rank hold CHA as of Q4 2020.

  • Liberty Wealth Management reported no remaining China Telecom Corporation, LTD position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 146 China Telecom Corporation, LTD shares in Q4 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in China Telecom Corporation, LTD in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's China Telecom Corporation, LTD position peaked at $4K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.