PFO
CHL

Pathstone Family Office’s China Mobile Limited CHL Stock Holding History

Pathstone Family Office’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
-3,325
Closed -$95K – 1496
2020
Q4 		$95K Buy
3,325
+2,892
+668% +$89.4K ﹤0.01% 400
2020
Q3 		$14K Buy
+433
New +$15.2K ﹤0.01% 553
2018
Q2 		– Sell
-93
Closed -$4K – 378
2018
Q1 		$4K Buy
+93
New +$4.51K ﹤0.01% 298
2017
Q3 		– Sell
-682
Closed -$36K – 393
2017
Q2 		$36K Buy
+682
New +$37.1K 0.02% 233
2014
Q4 		– Sell
-90
Closed -$5K – 332
2014
Q3 		$5K Buy
+90
New +$5.18K 0.02% 265

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

Pathstone Family Office's CHL Position: Q1 2021 in Review

Pathstone Family Office sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 3,325 shares — an estimated $95K sold.

Pathstone Family Office first reported a position in CHL in Q3 2014 and held it in 5 quarters. The position peaked at $95K in Q4 2020. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Pathstone Family Office reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 3,325 China Mobile Limited shares in Q1 2021, an estimated $95K.
  • Pathstone Family Office first reported a position in China Mobile Limited in Q3 2014 and held it in 5 quarters.
  • Pathstone Family Office's China Mobile Limited position peaked at $95K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.