Plante Moran Financial Advisors’s China Mobile Limited CHL Stock Holding History

Plante Moran Financial 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	-21	Closed	-$1K	–	1191
2020 Q4	$1K	Buy	+21	New	+$649	﹤0.01%	872
2019 Q4	–	Sell	-1,000	Closed	-$41K	–	964
2019 Q3	$41K	Buy	1,000 +500	+100%	+$21.3K	0.01%	373
2019 Q2	$23K	Hold	500	–	–	0.01%	462
2019 Q1	$25K	Buy	500 +262	+110%	+$13.7K	0.01%	446
2018 Q4	$11K	Buy	238 +56	+31%	+$2.7K	﹤0.01%	496
2018 Q3	$9K	Buy	+182	New	+$8.41K	﹤0.01%	516
2018 Q2	–	Sell	-814	Closed	-$37K	–	1026
2018 Q1	$37K	Buy	+814	New	+$39.5K	0.02%	411
2017 Q4	–	Sell	-809	Closed	-$41K	–	936
2017 Q3	$41K	Buy	+809	New	+$43.1K	0.02%	352
2015 Q3	–	Sell	-347	Closed	-$22K	–	808
2015 Q2	$22K	Buy	+347	New	+$23.7K	0.02%	412
2014 Q1	–	Sell	-46	Closed	-$2K	–	761
2013 Q4	$2K	Buy	+46	New	+$2.45K	﹤0.01%	646

Other funds holding CHL

Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.39B AUM

O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return