MSFP
CHT icon

Mark Sheptoff Financial Planning’s Chunghwa Telecom CHT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CHT Stock Details CHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-120
Closed -$4K – 406
2015
Q2 		$4K Hold
120
– – ﹤0.01% 308
2015
Q1 		$4K Hold
120
– – ﹤0.01% 296
2014
Q4 		$4K Hold
120
– – ﹤0.01% 295
2014
Q3 		$4K Hold
120
– – ﹤0.01% 306
2014
Q2 		$4K Hold
120
– – ﹤0.01% 313
2014
Q1 		$4K Buy
+120
New +$3.62K ﹤0.01% 322

Other funds holding CHT

MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Chunghwa Telecom (CHT) in Q3 2015, closing a stake of 120 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in CHT in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 110 funds tracked by Wall St. Rank hold CHT as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Chunghwa Telecom position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 120 Chunghwa Telecom shares in Q3 2015, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Chunghwa Telecom in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Chunghwa Telecom position peaked at $4K in Q2 2015.
  • 110 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q3 2015.

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