LPL Financial
CHL

LPL Financial’s China Mobile Limited CHL Stock Holding History

LPL 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
-38,052
Closed -$1.09M – 4220
2020
Q4 		$1.09M Sell
38,052
-17,285
-31% -$534K ﹤0.01% 2111
2020
Q3 		$1.78M Buy
55,337
+7,796
+16% +$273K ﹤0.01% 1530
2020
Q2 		$1.6M Sell
47,541
-6,830
-13% -$253K ﹤0.01% 1496
2020
Q1 		$2.05M Buy
54,371
+2,476
+5% +$99.5K ﹤0.01% 1182
2019
Q4 		$2.19M Sell
51,895
-570
-1% -$23K ﹤0.01% 1294
2019
Q3 		$2.17M Buy
52,465
+5,933
+13% +$253K ﹤0.01% 1207
2019
Q2 		$2.11M Buy
46,532
+1,056
+2% +$49.1K ﹤0.01% 1222
2019
Q1 		$2.32M Buy
45,476
+1,599
+4% +$83.5K 0.01% 1118
2018
Q4 		$2.11M Sell
43,877
-6,177
-12% -$297K 0.01% 1052
2018
Q3 		$2.45M Sell
50,054
-607
-1% -$28K 0.01% 1045
2018
Q2 		$2.25M Buy
50,661
+3,027
+6% +$139K 0.01% 1067
2018
Q1 		$2.18M Buy
47,634
+10,635
+29% +$516K 0.01% 1063
2017
Q4 		$1.87M Buy
36,999
+14,763
+66% +$743K 0.01% 1116
2017
Q3 		$1.12M Buy
22,236
+815
+4% +$43.4K ﹤0.01% 1352
2017
Q2 		$1.14M Buy
21,421
+1,293
+6% +$70.3K ﹤0.01% 1291
2017
Q1 		$1.12M Buy
20,128
+2,631
+15% +$147K 0.01% 1191
2016
Q4 		$924K Buy
17,497
+8,988
+106% +$505K 0.01% 1266
2016
Q3 		$527K Sell
8,509
-1,031
-11% -$63.2K 0.01% 1664
2016
Q2 		$540K Sell
9,540
-3,568
-27% -$201K ﹤0.01% 1604
2016
Q1 		$715K Buy
13,108
+685
+6% +$36.9K ﹤0.01% 1919
2015
Q4 		$677K Buy
12,423
+4,080
+49% +$241K ﹤0.01% 1986
2015
Q3 		$510K Sell
8,343
-2,679
-24% -$165K ﹤0.01% 1778
2015
Q2 		$695K Buy
11,022
+2,025
+23% +$138K ﹤0.01% 1627
2015
Q1 		$588K Sell
8,997
-168
-2% -$11K ﹤0.01% 1735
2014
Q4 		$539K Sell
9,165
-7,347
-44% -$440K ﹤0.01% 1720
2014
Q3 		$953K Sell
16,512
-15,874
-49% -$913K 0.01% 1305
2014
Q2 		$1.57M Buy
32,386
+7,486
+30% +$359K 0.01% 1035
2014
Q1 		$1.14M Buy
24,900
+9,740
+64% +$462K 0.01% 1186
2013
Q4 		$793K Buy
15,160
+2,367
+19% +$126K 0.01% 1411
2013
Q3 		$705K Buy
12,793
+8,318
+186% +$450K ﹤0.01% 1406
2013
Q2 		$232K Buy
+4,475
New +$237K ﹤0.01% 2092

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

LPL Financial's CHL Position: Q1 2021 in Review

LPL Financial sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 38,052 shares — an estimated $1.09M sold.

LPL Financial first reported a position in CHL in Q2 2013 and held it in 31 quarters. The position peaked at $2.45M in Q3 2018. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • LPL Financial reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 38,052 China Mobile Limited shares in Q1 2021, an estimated $1.09M.
  • LPL Financial first reported a position in China Mobile Limited in Q2 2013 and held it in 31 quarters.
  • LPL Financial's China Mobile Limited position peaked at $2.45M in Q3 2018.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.