OWP
CHL

Obermeyer Wealth Partners’s China Mobile Limited CHL Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-35
Closed -$2K – 360
2013
Q2 		$2K Buy
+35
New +$1.85K ﹤0.01% 350

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 $246M AUM 10.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Obermeyer Wealth Partners's CHL Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of China Mobile Limited (CHL) in Q3 2013, closing a stake of 35 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in CHL in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 283 funds tracked by Wall St. Rank hold CHL as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining China Mobile Limited position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 35 China Mobile Limited shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in China Mobile Limited in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's China Mobile Limited position peaked at $2K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.