PMFA
CHL

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 – 1171
2020
Q4 		$1K Buy
+21
New +$649 ﹤0.01% 872
2019
Q4 		– Sell
-1,000
Closed -$41K – 961
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 – 807
2015
Q2 		$22K Buy
+347
New +$23.7K 0.02% 412
2014
Q1 		– Sell
-46
Closed -$2K – 758
2013
Q4 		$2K Buy
+46
New +$2.45K ﹤0.01% 646

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 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 $21.7B AUM 41.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Plante Moran Financial Advisors's CHL Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CHL in Q4 2013 and held it in 10 quarters. The position peaked at $41K in Q3 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 21 China Mobile Limited shares in Q1 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in China Mobile Limited in Q4 2013 and held it in 10 quarters.
  • Plante Moran Financial Advisors's China Mobile Limited position peaked at $41K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.