PWPS
CHL

Pinnacle Wealth Planning Services’s China Mobile Limited CHL Stock Holding History

Pinnacle Wealth Planning Services’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
-2,169
Closed -$62K – 2333
2020
Q4 		$62K Buy
+2,169
New +$67K 0.01% 692
2020
Q2 		– Sell
-5,755
Closed -$216K – 289
2020
Q1 		$216K Sell
5,755
-1,698
-23% -$68.3K 0.1% 177
2019
Q4 		$315K Buy
+7,453
New +$301K 0.15% 143
2019
Q3 		– Sell
-6,623
Closed -$300K – 217
2019
Q2 		$300K Buy
6,623
+1,098
+20% +$51.1K 0.18% 114
2019
Q1 		$282K Sell
5,525
-828
-13% -$43.2K 0.19% 109
2018
Q4 		$304K Sell
6,353
-7,809
-55% -$376K 0.19% 92
2018
Q3 		$694K Buy
14,162
+4,463
+46% +$206K 0.63% 41
2018
Q2 		$431K Buy
9,699
+2,653
+38% +$122K 0.42% 81
2018
Q1 		$322K Buy
7,046
+5,138
+269% +$249K 0.33% 107
2017
Q4 		$96K Buy
+1,908
New +$96K 0.2% 90

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

Pinnacle Wealth Planning Services's CHL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 2,169 shares — an estimated $62K sold.

Pinnacle Wealth Planning Services first reported a position in CHL in Q4 2017 and held it in 10 quarters. The position peaked at $694K in Q3 2018. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,169 China Mobile Limited shares in Q1 2021, an estimated $62K.
  • Pinnacle Wealth Planning Services first reported a position in China Mobile Limited in Q4 2017 and held it in 10 quarters.
  • Pinnacle Wealth Planning Services's China Mobile Limited position peaked at $694K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.