PWM
CHL

Perigon Wealth Management’s China Mobile Limited CHL Stock Holding History

Perigon Wealth Management’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
2018
Q1 		– Sell
-330
Closed -$17K – 718
2017
Q4 		$17K Hold
330
– – 0.01% 434
2017
Q3 		$18K Hold
330
– – 0.01% 459
2017
Q2 		$18K Hold
330
– – ﹤0.01% 458
2017
Q1 		$18K Sell
330
-104
-24% -$5.8K ﹤0.01% 479
2016
Q4 		$24K Sell
434
-262
-38% -$14.7K 0.01% 444
2016
Q3 		$43K Buy
696
+366
+111% +$22.5K 0.01% 329
2016
Q2 		$19K Buy
+330
New +$18.6K 0.01% 343

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Perigon Wealth Management's CHL Position: Q1 2018 in Review

Perigon Wealth Management sold out of China Mobile Limited (CHL) in Q1 2018, closing a stake of 330 shares — an estimated $17K sold.

Perigon Wealth Management first reported a position in CHL in Q2 2016 and held it in 7 quarters. The position peaked at $43K in Q3 2016. 308 funds tracked by Wall St. Rank hold CHL as of Q1 2018.

  • Perigon Wealth Management reported no remaining China Mobile Limited position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 330 China Mobile Limited shares in Q1 2018, an estimated $17K.
  • Perigon Wealth Management first reported a position in China Mobile Limited in Q2 2016 and held it in 7 quarters.
  • Perigon Wealth Management's China Mobile Limited position peaked at $43K in Q3 2016.
  • 308 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.