NVIM
CHL

New Vernon Investment Management’s China Mobile Limited CHL Stock Holding History

New Vernon Investment Management’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
2016
Q4 		– Sell
-38,837
Closed -$2.39M – 46
2016
Q3 		$2.39M Hold
38,837
– – 2.52% 16
2016
Q2 		$2.25M Buy
38,837
+15,837
+69% +$891K 1.96% 20
2016
Q1 		$1.27M Hold
23,000
– – 1.09% 34
2015
Q4 		$1.3M Hold
23,000
– – 0.98% 39
2015
Q3 		$1.37M Hold
23,000
– – 1.08% 35
2015
Q2 		$1.47M Hold
23,000
– – 1.01% 40
2015
Q1 		$1.5M Buy
+23,000
New +$1.5M 1.03% 44

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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

New Vernon Investment Management's CHL Position: Q4 2016 in Review

New Vernon Investment Management sold out of China Mobile Limited (CHL) in Q4 2016, closing a stake of 38,837 shares — an estimated $2.39M sold.

New Vernon Investment Management first reported a position in CHL in Q1 2015 and held it in 7 quarters. The position peaked at $2.39M in Q3 2016. 319 funds tracked by Wall St. Rank hold CHL as of Q4 2016.

  • New Vernon Investment Management reported no remaining China Mobile Limited position as of Q4 2016 after selling out during the quarter.
  • New Vernon Investment Management sold 38,837 China Mobile Limited shares in Q4 2016, an estimated $2.39M.
  • New Vernon Investment Management first reported a position in China Mobile Limited in Q1 2015 and held it in 7 quarters.
  • New Vernon Investment Management's China Mobile Limited position peaked at $2.39M in Q3 2016.
  • 319 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2016.

Based on New Vernon Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.