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

Optimum 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	-200	Closed	-$6K	–	987
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	776
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	753
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	732
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	717
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	810
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	842
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	803
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	818
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	767
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	850
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	868
2018 Q1	$9K	Buy	+200	New	+$9.7K	﹤0.01%	841
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	778
2014 Q4	$12K	Hold	200	–	–	﹤0.01%	822
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	744
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	780
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	618
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	617
2013 Q3	$11K	Buy	+200	New	+$10.8K	﹤0.01%	578

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

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 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

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

Optimum Investment Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in CHL in Q3 2013 and held it in 19 quarters. The position peaked at $13K in Q1 2015. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

Optimum Investment Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 200 China Mobile Limited shares in Q1 2021, an estimated $6K.
Optimum Investment Advisors first reported a position in China Mobile Limited in Q3 2013 and held it in 19 quarters.
Optimum Investment Advisors's China Mobile Limited position peaked at $13K in Q1 2015.
25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.