PWLP
CHL

Prio Wealth Limited Partnership’s China Mobile Limited CHL Stock Holding History

Prio Wealth Limited Partnership’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
2014
Q1 		– Sell
-5,250
Closed -$274K – 264
2013
Q4 		$274K Hold
5,250
– – 0.01% 223
2013
Q3 		$296K Sell
5,250
-925
-15% -$50K 0.02% 213
2013
Q2 		$319K Buy
+6,175
New +$326K 0.02% 199

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brandywine Global Investment Management
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Scharf Investments
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Rockefeller Financial Services
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Prio Wealth Limited Partnership's CHL Position: Q1 2014 in Review

Prio Wealth Limited Partnership sold out of China Mobile Limited (CHL) in Q1 2014, closing a stake of 5,250 shares — an estimated $274K sold.

Prio Wealth Limited Partnership first reported a position in CHL in Q2 2013 and held it in 3 quarters. The position peaked at $319K in Q2 2013. 283 funds tracked by Wall St. Rank hold CHL as of Q1 2014.

  • Prio Wealth Limited Partnership reported no remaining China Mobile Limited position as of Q1 2014 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 5,250 China Mobile Limited shares in Q1 2014, an estimated $274K.
  • Prio Wealth Limited Partnership first reported a position in China Mobile Limited in Q2 2013 and held it in 3 quarters.
  • Prio Wealth Limited Partnership's China Mobile Limited position peaked at $319K in Q2 2013.
  • 283 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2014.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2014, filed 1 May 2014.