MFW
CHL

Mosaic Family Wealth’s China Mobile Limited CHL Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-958
Closed -$48K – 1006
2017
Q3 		$48K Buy
958
+249
+35% +$13.3K 0.02% 345
2017
Q2 		$38K Sell
709
-4
-0.6% -$217 0.02% 358
2017
Q1 		$39K Hold
713
– – 0.02% 360
2016
Q4 		$37K Hold
713
– – 0.02% 359
2016
Q3 		$44K Hold
713
– – 0.02% 346
2016
Q2 		$42K Buy
713
+62
+10% +$3.49K 0.02% 348
2016
Q1 		$36K Hold
651
– – 0.02% 364
2015
Q4 		$36K Buy
+651
New +$38.4K 0.02% 375

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 $292M AUM 75.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mosaic Family Wealth's CHL Position: Q4 2017 in Review

Mosaic Family Wealth sold out of China Mobile Limited (CHL) in Q4 2017, closing a stake of 958 shares — an estimated $48K sold.

Mosaic Family Wealth first reported a position in CHL in Q4 2015 and held it in 8 quarters. The position peaked at $48K in Q3 2017. 320 funds tracked by Wall St. Rank hold CHL as of Q4 2017.

  • Mosaic Family Wealth reported no remaining China Mobile Limited position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 958 China Mobile Limited shares in Q4 2017, an estimated $48K.
  • Mosaic Family Wealth first reported a position in China Mobile Limited in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's China Mobile Limited position peaked at $48K in Q3 2017.
  • 320 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.