NGA
CHL

Naples Global Advisors’s China Mobile Limited CHL Stock Holding History

Naples Global Advisors’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
2021
Q1 		– Sell
-16,560
Closed -$473K – 376
2020
Q4 		$473K Sell
16,560
-1,895
-10% -$58.6K 0.08% 252
2020
Q3 		$594K Sell
18,455
-1,980
-10% -$69.5K 0.12% 201
2020
Q2 		$687K Sell
20,435
-7,963
-28% -$295K 0.15% 178
2020
Q1 		$1.07M Buy
28,398
+2,508
+10% +$101K 0.28% 115
2019
Q4 		$1.09M Sell
25,890
-5,325
-17% -$215K 0.23% 138
2019
Q3 		$1.29M Sell
31,215
-945
-3% -$40.2K 0.3% 111
2019
Q2 		$1.46M Buy
32,160
+2,500
+8% +$116K 0.35% 88
2019
Q1 		$1.51M Buy
29,660
+1,240
+4% +$64.8K 0.39% 84
2018
Q4 		$1.45M Sell
28,420
-4,013
-12% -$193K 0.41% 77
2018
Q3 		$1.59M Sell
32,433
-710
-2% -$32.8K 0.42% 77
2018
Q2 		$1.47M Sell
33,143
-505
-2% -$23.3K 0.41% 75
2018
Q1 		$1.54M Buy
33,648
+285
+0.9% +$13.8K 0.46% 69
2017
Q4 		$1.69M Buy
33,363
+3,598
+12% +$181K 0.5% 60
2017
Q3 		$1.5M Buy
29,765
+850
+3% +$45.3K 0.5% 57
2017
Q2 		$1.53M Buy
28,915
+950
+3% +$51.6K 0.54% 54
2017
Q1 		$1.54M Buy
27,965
+1,145
+4% +$63.9K 0.55% 52
2016
Q4 		$1.41M Buy
26,820
+1,020
+4% +$57.3K 0.55% 49
2016
Q3 		$1.59M Buy
25,800
+525
+2% +$32.2K 0.62% 41
2016
Q2 		$1.46M Buy
25,275
+315
+1% +$17.7K 0.6% 49
2016
Q1 		$1.38M Sell
24,960
-750
-3% -$40.4K 0.58% 51
2015
Q4 		$1.45M Buy
25,710
+625
+2% +$36.9K 0.7% 40
2015
Q3 		$1.49M Buy
25,085
+875
+4% +$54K 0.77% 26
2015
Q2 		$1.55M Sell
24,210
-180
-0.7% -$12.3K 0.74% 24
2015
Q1 		$1.59M Buy
24,390
+1,055
+5% +$68.9K 0.75% 21
2014
Q4 		$1.37M Buy
23,335
+2,265
+11% +$136K 0.73% 28
2014
Q3 		$1.24M Buy
21,070
+1,800
+9% +$104K 0.73% 30
2014
Q2 		$937K Buy
19,270
+1,150
+6% +$55.2K 0.56% 61
2014
Q1 		$826K Buy
18,120
+710
+4% +$33.7K 0.51% 68
2013
Q4 		$910K Buy
+17,410
New +$926K 0.61% 48

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.39B AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Naples Global Advisors's CHL Position: Q1 2021 in Review

Naples Global Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 16,560 shares — an estimated $473K sold.

Naples Global Advisors first reported a position in CHL in Q4 2013 and held it in 29 quarters. The position peaked at $1.69M in Q4 2017. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Naples Global Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Naples Global Advisors sold 16,560 China Mobile Limited shares in Q1 2021, an estimated $473K.
  • Naples Global Advisors first reported a position in China Mobile Limited in Q4 2013 and held it in 29 quarters.
  • Naples Global Advisors's China Mobile Limited position peaked at $1.69M in Q4 2017.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Naples Global Advisors's 13F filing for Q1 2021, filed 10 May 2021.