RIA
CHL

Regal Investment Advisors’s China Mobile Limited CHL Stock Holding History

Regal Investment 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
2014
Q3 		– Sell
-1,045
Closed -$51K – 1020
2014
Q2 		$51K Buy
+1,045
New +$50.1K 0.02% 390
2014
Q1 		– Sell
-563
Closed -$29K – 988
2013
Q4 		$29K Buy
563
+274
+95% +$14.6K 0.02% 386
2013
Q3 		$16K Buy
+289
New +$15.6K 0.01% 519

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's CHL Position: Q3 2014 in Review

Regal Investment Advisors sold out of China Mobile Limited (CHL) in Q3 2014, closing a stake of 1,045 shares — an estimated $51K sold.

Regal Investment Advisors first reported a position in CHL in Q3 2013 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 313 funds tracked by Wall St. Rank hold CHL as of Q3 2014.

  • Regal Investment Advisors reported no remaining China Mobile Limited position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1,045 China Mobile Limited shares in Q3 2014, an estimated $51K.
  • Regal Investment Advisors first reported a position in China Mobile Limited in Q3 2013 and held it in 3 quarters.
  • Regal Investment Advisors's China Mobile Limited position peaked at $51K in Q2 2014.
  • 313 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.