LC
CHL

Lubar & Co’s China Mobile Limited CHL Stock Holding History

Lubar & Co’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
2014
Q2 		– Sell
-2,733
Closed -$125K – 41
2014
Q1 		$125K Sell
2,733
-4,199
-61% -$199K 0.1% 35
2013
Q4 		$362K Hold
6,932
– – 0.28% 32
2013
Q3 		$391K Buy
6,932
+2,733
+65% +$148K 0.37% 30
2013
Q2 		$222K Buy
+4,199
New +$222K 0.23% 30

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Lubar & Co's CHL Position: Q2 2014 in Review

Lubar & Co sold out of China Mobile Limited (CHL) in Q2 2014, closing a stake of 2,733 shares — an estimated $125K sold.

Lubar & Co first reported a position in CHL in Q2 2013 and held it in 4 quarters. The position peaked at $391K in Q3 2013. 280 funds tracked by Wall St. Rank hold CHL as of Q2 2014.

  • Lubar & Co reported no remaining China Mobile Limited position as of Q2 2014 after selling out during the quarter.
  • Lubar & Co sold 2,733 China Mobile Limited shares in Q2 2014, an estimated $125K.
  • Lubar & Co first reported a position in China Mobile Limited in Q2 2013 and held it in 4 quarters.
  • Lubar & Co's China Mobile Limited position peaked at $391K in Q3 2013.
  • 280 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2014.

Based on Lubar & Co's 13F filing for Q2 2014, filed 13 Aug 2014.