Osaic Holdings
CHL

Osaic Holdings’s China Mobile Limited CHL Stock Holding History

Osaic Holdings’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
-33,063
Closed -$945K – 7163
2020
Q4 		$945K Sell
33,063
-9,497
-22% -$294K ﹤0.01% 2091
2020
Q3 		$1.37M Buy
42,560
+3,463
+9% +$121K ﹤0.01% 1597
2020
Q2 		$1.32M Sell
39,097
-25,467
-39% -$943K ﹤0.01% 1535
2020
Q1 		$2.47M Buy
+64,564
New +$2.6M 0.01% 962

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 $1.44B AUM 21.92% 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 $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 $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Osaic Holdings's CHL Position: Q1 2021 in Review

Osaic Holdings sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 33,063 shares — an estimated $945K sold.

Osaic Holdings first reported a position in CHL in Q1 2020 and held it in 4 quarters. The position peaked at $2.47M in Q1 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Osaic Holdings reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Osaic Holdings sold 33,063 China Mobile Limited shares in Q1 2021, an estimated $945K.
  • Osaic Holdings first reported a position in China Mobile Limited in Q1 2020 and held it in 4 quarters.
  • Osaic Holdings's China Mobile Limited position peaked at $2.47M in Q1 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Osaic Holdings's 13F filing for Q1 2021, filed 13 May 2021.