RFA
CHL

Reilly Financial Advisors’s China Mobile Limited CHL Stock Holding History

Reilly 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
2020
Q3 		– Sell
-681
Closed -$23K – 978
2020
Q2 		$23K Sell
681
-32,245
-98% -$1.19M ﹤0.01% 427
2020
Q1 		$1.24M Buy
32,926
+483
+1% +$19.4K 0.18% 85
2019
Q4 		$1.37M Buy
32,443
+1,915
+6% +$77.3K 0.16% 101
2019
Q3 		$1.26M Buy
30,528
+1,475
+5% +$62.8K 0.16% 99
2019
Q2 		$1.32M Buy
29,053
+405
+1% +$18.8K 0.16% 97
2019
Q1 		$1.46M Sell
28,648
-1,155
-4% -$60.3K 0.19% 91
2018
Q4 		$1.43M Buy
29,803
+1,322
+5% +$63.7K 0.21% 89
2018
Q3 		$1.39M Buy
28,481
+1,210
+4% +$55.9K 0.18% 91
2018
Q2 		$1.21M Buy
27,271
+1,748
+7% +$80.5K 0.17% 98
2018
Q1 		$1.17M Buy
25,523
+1,605
+7% +$77.8K 0.16% 96
2017
Q4 		$1.21M Buy
23,918
+3,782
+19% +$190K 0.17% 95
2017
Q3 		$1.02M Buy
20,136
+430
+2% +$22.9K 0.15% 89
2017
Q2 		$1.05M Buy
19,706
+1,935
+11% +$105K 0.16% 91
2017
Q1 		$981K Buy
17,771
+1,108
+7% +$61.8K 0.16% 88
2016
Q4 		$874K Buy
16,663
+1,365
+9% +$76.7K 0.15% 90
2016
Q3 		$941K Buy
15,298
+1,490
+11% +$91.4K 0.17% 78
2016
Q2 		$799K Buy
13,808
+400
+3% +$22.5K 0.15% 81
2016
Q1 		$743K Buy
13,408
+80
+0.6% +$4.31K 0.13% 91
2015
Q4 		$751K Sell
13,328
-995
-7% -$58.7K 0.13% 85
2015
Q3 		$852K Buy
14,323
+1,910
+15% +$118K 0.15% 87
2015
Q2 		$796K Buy
+12,413
New +$848K 0.14% 84
2015
Q1 		– Sell
-8,846
Closed -$520K – 1437
2014
Q4 		$520K Buy
8,846
+2,755
+45% +$165K 0.12% 76
2014
Q3 		$358K Buy
6,091
+1,975
+48% +$114K 0.09% 89
2014
Q2 		$200K Buy
4,116
+1,250
+44% +$60K 0.05% 115
2014
Q1 		$131K Buy
2,866
+1,980
+223% +$94K 0.03% 154
2013
Q4 		$46K Hold
886
– – 0.01% 258
2013
Q3 		$50K Sell
886
-462
-34% -$25K 0.01% 221
2013
Q2 		$69K Buy
+1,348
New +$71.3K 0.02% 170

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Reilly Financial Advisors's CHL Position: Q3 2020 in Review

Reilly Financial Advisors sold out of China Mobile Limited (CHL) in Q3 2020, closing a stake of 681 shares — an estimated $23K sold.

Reilly Financial Advisors first reported a position in CHL in Q2 2013 and held it in 28 quarters. The position peaked at $1.46M in Q1 2019. 282 funds tracked by Wall St. Rank hold CHL as of Q3 2020.

  • Reilly Financial Advisors reported no remaining China Mobile Limited position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 681 China Mobile Limited shares in Q3 2020, an estimated $23K.
  • Reilly Financial Advisors first reported a position in China Mobile Limited in Q2 2013 and held it in 28 quarters.
  • Reilly Financial Advisors's China Mobile Limited position peaked at $1.46M in Q1 2019.
  • 282 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.