OIA
CHL

OneDigital Investment Advisors’s China Mobile Limited CHL Stock Holding History

OneDigital Investment 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
-942
Closed -$27K – 777
2020
Q4 		$27K Buy
+942
New +$29.1K ﹤0.01% 661
2019
Q3 		– Sell
-707
Closed -$32K – 1321
2019
Q2 		$32K Buy
707
+88
+14% +$4.09K ﹤0.01% 673
2019
Q1 		$32K Sell
619
-156
-20% -$8.15K ﹤0.01% 606
2018
Q4 		$37K Sell
775
-26
-3% -$1.25K 0.01% 520
2018
Q3 		$39K Sell
801
-38
-5% -$1.76K 0.01% 466
2018
Q2 		$37K Sell
839
-50
-6% -$2.3K 0.01% 591
2018
Q1 		$41K Buy
889
+196
+28% +$9.51K 0.01% 585
2017
Q4 		$35K Buy
693
+262
+61% +$13.2K ﹤0.01% 614
2017
Q3 		$22K Buy
431
+145
+51% +$7.72K 0.01% 620
2017
Q2 		$15K Buy
+286
New +$15.5K ﹤0.01% 852

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 $645M AUM 27.59% 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 $1.15B AUM 24.81% 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

OneDigital Investment Advisors's CHL Position: Q1 2021 in Review

OneDigital Investment Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 942 shares — an estimated $27K sold.

OneDigital Investment Advisors first reported a position in CHL in Q2 2017 and held it in 10 quarters. The position peaked at $41K in Q1 2018. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • OneDigital Investment Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 942 China Mobile Limited shares in Q1 2021, an estimated $27K.
  • OneDigital Investment Advisors first reported a position in China Mobile Limited in Q2 2017 and held it in 10 quarters.
  • OneDigital Investment Advisors's China Mobile Limited position peaked at $41K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

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