MSFP
CHL

Mark Sheptoff Financial Planning’s China Mobile Limited CHL Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-100
Closed -$6K – 479
2015
Q2 		$6K Hold
100
– – ﹤0.01% 300
2015
Q1 		$7K Hold
100
– – 0.01% 286
2014
Q4 		$6K Hold
100
– – 0.01% 291
2014
Q3 		$6K Hold
100
– – 0.01% 299
2014
Q2 		$5K Hold
100
– – ﹤0.01% 312
2014
Q1 		$5K Buy
+100
New +$4.75K ﹤0.01% 321

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's CHL Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of China Mobile Limited (CHL) in Q3 2015, closing a stake of 100 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in CHL in Q1 2014 and held it in 6 quarters. The position peaked at $7K in Q1 2015. 300 funds tracked by Wall St. Rank hold CHL as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining China Mobile Limited position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 China Mobile Limited shares in Q3 2015, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in China Mobile Limited in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's China Mobile Limited position peaked at $7K in Q1 2015.
  • 300 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.