NFG
CHL

Next Financial Group’s China Mobile Limited CHL Stock Holding History

Next Financial Group’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
-123
Closed -$4K – 2699
2020
Q4 		$4K Hold
123
– – ﹤0.01% 2067
2020
Q3 		$4K Buy
+123
New +$4.32K ﹤0.01% 1946
2019
Q3 		– Sell
-500
Closed -$21.3K – 2514
2019
Q2 		$23K Buy
+500
New +$23.3K ﹤0.01% 1422
2017
Q4 		– Sell
-718
Closed -$36K – 1762
2017
Q3 		$36K Buy
718
+410
+133% +$21.8K 0.01% 798
2017
Q2 		$16K Hold
308
– – ﹤0.01% 1174
2017
Q1 		$16K Sell
308
-400
-56% -$22.3K ﹤0.01% 1131
2016
Q4 		$37K Sell
708
-79
-10% -$4.44K 0.01% 1084
2016
Q3 		$48K Buy
787
+484
+160% +$29.7K 0.01% 966
2016
Q2 		$17K Buy
303
+60
+25% +$3.38K 0.01% 1041
2016
Q1 		$13K Buy
243
+30
+14% +$1.62K ﹤0.01% 1094
2015
Q4 		$11K Buy
213
+3
+1% +$177 ﹤0.01% 1159
2015
Q3 		$12K Buy
210
+3
+1% +$185 ﹤0.01% 1161
2015
Q2 		$13K Hold
207
– – ﹤0.01% 1194
2015
Q1 		$13K Sell
207
-2,945
-93% -$192K ﹤0.01% 1167
2014
Q4 		$185K Sell
3,152
-4,704
-60% -$282K 0.06% 317
2014
Q3 		$462K Buy
7,856
+2,531
+48% +$146K 0.09% 249
2014
Q2 		$295K Buy
+5,325
New +$255K 0.15% 122

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Next Financial Group's CHL Position: Q1 2021 in Review

Next Financial Group sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 123 shares — an estimated $4K sold.

Next Financial Group first reported a position in CHL in Q2 2014 and held it in 17 quarters. The position peaked at $462K in Q3 2014. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Next Financial Group reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 123 China Mobile Limited shares in Q1 2021, an estimated $4K.
  • Next Financial Group first reported a position in China Mobile Limited in Q2 2014 and held it in 17 quarters.
  • Next Financial Group's China Mobile Limited position peaked at $462K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.