Northwestern Mutual Wealth Management
CHL

Northwestern Mutual Wealth Management’s China Mobile Limited CHL Stock Holding History

Northwestern Mutual Wealth 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
2021
Q1 		– Sell
-15,754
Closed -$449K – 3068
2020
Q4 		$449K Buy
15,754
+4,025
+34% +$124K ﹤0.01% 866
2020
Q3 		$377K Sell
11,729
-1,341
-10% -$47K ﹤0.01% 839
2020
Q2 		$440K Sell
13,070
-48
-0.4% -$1.78K ﹤0.01% 740
2020
Q1 		$494K Buy
13,118
+1,301
+11% +$52.3K ﹤0.01% 640
2019
Q4 		$499K Sell
11,817
-21
-0.2% -$847 ﹤0.01% 685
2019
Q3 		$490K Buy
11,838
+98
+0.8% +$4.17K ﹤0.01% 647
2019
Q2 		$532K Sell
11,740
-7,221
-38% -$336K ﹤0.01% 613
2019
Q1 		$967K Sell
18,961
-2,642
-12% -$138K ﹤0.01% 464
2018
Q4 		$1.04M Buy
21,603
+352
+2% +$17K 0.01% 432
2018
Q3 		$1.04M Sell
21,251
-276
-1% -$12.8K 0.01% 422
2018
Q2 		$956K Buy
21,527
+2,184
+11% +$101K 0.01% 425
2018
Q1 		$885K Buy
19,343
+2,800
+17% +$136K 0.01% 422
2017
Q4 		$836K Buy
16,543
+1,177
+8% +$59.2K 0.01% 406
2017
Q3 		$777K Buy
15,366
+1,226
+9% +$65.3K 0.01% 399
2017
Q2 		$751K Buy
14,140
+1,909
+16% +$104K 0.01% 400
2017
Q1 		$676K Buy
12,231
+3,187
+35% +$178K 0.01% 397
2016
Q4 		$474K Buy
+9,044
New +$508K 0.01% 459
2016
Q3 		– Sell
-7,886
Closed -$457K – 2027
2016
Q2 		$457K Buy
7,886
+49
+0.6% +$2.76K 0.01% 418
2016
Q1 		$435K Buy
7,837
+320
+4% +$17.3K 0.01% 418
2015
Q4 		$423K Sell
7,517
-159
-2% -$9.38K 0.01% 381
2015
Q3 		$457K Buy
7,676
+809
+12% +$49.9K 0.01% 346
2015
Q2 		$440K Buy
6,867
+2,627
+62% +$179K 0.01% 343
2015
Q1 		$276K Buy
4,240
+890
+27% +$58.1K 0.01% 400
2014
Q4 		$197K Buy
3,350
+596
+22% +$35.7K 0.01% 420
2014
Q3 		$162K Buy
2,754
+1,366
+98% +$78.6K 0.01% 434
2014
Q2 		$67K Buy
1,388
+394
+40% +$18.9K ﹤0.01% 553
2014
Q1 		$45K Sell
994
-31
-3% -$1.47K ﹤0.01% 618
2013
Q4 		$54K Buy
1,025
+3
+0.3% +$160 ﹤0.01% 588
2013
Q3 		$58K Buy
1,022
+437
+75% +$23.6K ﹤0.01% 556
2013
Q2 		$31K Buy
+585
New +$30.9K ﹤0.01% 631

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 $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
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 $384M AUM 21.52% 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 $10.1B AUM 29.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Northwestern Mutual Wealth Management's CHL Position: Q1 2021 in Review

Northwestern Mutual Wealth Management sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 15,754 shares — an estimated $449K sold.

Northwestern Mutual Wealth Management first reported a position in CHL in Q2 2013 and held it in 30 quarters. The position peaked at $1.04M in Q3 2018. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Northwestern Mutual Wealth Management reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 15,754 China Mobile Limited shares in Q1 2021, an estimated $449K.
  • Northwestern Mutual Wealth Management first reported a position in China Mobile Limited in Q2 2013 and held it in 30 quarters.
  • Northwestern Mutual Wealth Management's China Mobile Limited position peaked at $1.04M in Q3 2018.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.