SI
CHL

Scharf Investments’s China Mobile Limited CHL Stock Holding History

Scharf Investments’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
2016
Q4 		– Sell
-1,861,479
Closed -$115M – 48
2016
Q3 		$115M Sell
1,861,479
-17,989
-1% -$1.1M 2.66% 18
2016
Q2 		$109M Buy
1,879,468
+95,683
+5% +$5.38M 2.45% 20
2016
Q1 		$98.9M Sell
1,783,785
-1,016,902
-36% -$54.8M 2.3% 20
2015
Q4 		$158M Buy
2,800,687
+65,478
+2% +$3.86M 3.76% 14
2015
Q3 		$163M Buy
2,735,209
+62,513
+2% +$3.86M 4.27% 10
2015
Q2 		$171M Sell
2,672,696
-349,574
-12% -$23.9M 4.39% 11
2015
Q1 		$197M Buy
3,022,270
+236,701
+8% +$15.4M 5.45% 1
2014
Q4 		$164M Buy
2,785,569
+242,107
+10% +$14.5M 4.92% 3
2014
Q3 		$149M Buy
2,543,462
+122,884
+5% +$7.07M 5.28% 2
2014
Q2 		$118M Buy
2,420,578
+223,138
+10% +$10.7M 4.57% 8
2014
Q1 		$100M Buy
+2,197,440
New +$104M 4.45% 12

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 $292M AUM 75.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Scharf Investments's CHL Position: Q4 2016 in Review

Scharf Investments sold out of China Mobile Limited (CHL) in Q4 2016, closing a stake of 1,861,479 shares — an estimated $115M sold.

Scharf Investments first reported a position in CHL in Q1 2014 and held it in 11 quarters. The position peaked at $197M in Q1 2015. 319 funds tracked by Wall St. Rank hold CHL as of Q4 2016.

  • Scharf Investments reported no remaining China Mobile Limited position as of Q4 2016 after selling out during the quarter.
  • Scharf Investments sold 1,861,479 China Mobile Limited shares in Q4 2016, an estimated $115M.
  • Scharf Investments first reported a position in China Mobile Limited in Q1 2014 and held it in 11 quarters.
  • Scharf Investments's China Mobile Limited position peaked at $197M in Q1 2015.
  • 319 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2016.

Based on Scharf Investments's 13F filing for Q4 2016, filed 13 Feb 2017.