LWM
CHL

Liberty Wealth Management’s China Mobile Limited CHL Stock Holding History

Liberty Wealth Management’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
-100
Closed -$2K – 1072
2020
Q4 		$2K Sell
100
-221
-69% -$6.83K ﹤0.01% 843
2020
Q3 		$10K Buy
321
+221
+221% +$7.75K 0.01% 529
2020
Q2 		$3K Hold
100
– – ﹤0.01% 722
2020
Q1 		$4K Hold
100
– – ﹤0.01% 652
2019
Q4 		$4K Hold
100
– – ﹤0.01% 714
2019
Q3 		$4K Hold
100
– – ﹤0.01% 690
2019
Q2 		$5K Hold
100
– – ﹤0.01% 680
2019
Q1 		$5K Hold
100
– – ﹤0.01% 559
2018
Q4 		$4K Buy
+100
New +$4.82K ﹤0.01% 617

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 $2.39B AUM
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

Liberty Wealth Management's CHL Position: Q1 2021 in Review

Liberty Wealth Management sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CHL in Q4 2018 and held it in 9 quarters. The position peaked at $10K in Q3 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Liberty Wealth Management reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 100 China Mobile Limited shares in Q1 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in China Mobile Limited in Q4 2018 and held it in 9 quarters.
  • Liberty Wealth Management's China Mobile Limited position peaked at $10K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.