MWM
CHU

MinichMacGregor Wealth Management’s China Unicom (HONG KONG) Limited CHU Stock Holding History

MinichMacGregor Wealth Management’s Portfolio CHU Stock Details CHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-674
Closed -$7K – 605
2018
Q3 		$7K Hold
674
– – ﹤0.01% 363
2018
Q2 		$8K Buy
674
+195
+41% +$2.61K 0.01% 343
2018
Q1 		$6K Buy
+479
New +$6.41K ﹤0.01% 368

Other funds holding CHU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MinichMacGregor Wealth Management's CHU Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of China Unicom (HONG KONG) Limited (CHU) in Q4 2018, closing a stake of 674 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in CHU in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 99 funds tracked by Wall St. Rank hold CHU as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining China Unicom (HONG KONG) Limited position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 674 China Unicom (HONG KONG) Limited shares in Q4 2018, an estimated $7K.
  • MinichMacGregor Wealth Management first reported a position in China Unicom (HONG KONG) Limited in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's China Unicom (HONG KONG) Limited position peaked at $8K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held China Unicom (HONG KONG) Limited as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.