SC
CHL

Scholtz & Company’s China Mobile Limited CHL Stock Holding History

Scholtz & Company’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
Q4 		– Sell
-4,800
Closed -$282K – 77
2014
Q3 		$282K Sell
4,800
-2,000
-29% -$115K 0.28% 46
2014
Q2 		$331K Hold
6,800
– – 0.31% 54
2014
Q1 		$310K Buy
+6,800
New +$323K 0.33% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Scholtz & Company's CHL Position: Q4 2014 in Review

Scholtz & Company sold out of China Mobile Limited (CHL) in Q4 2014, closing a stake of 4,800 shares — an estimated $282K sold.

Scholtz & Company first reported a position in CHL in Q1 2014 and held it in 3 quarters. The position peaked at $331K in Q2 2014. 326 funds tracked by Wall St. Rank hold CHL as of Q4 2014.

  • Scholtz & Company reported no remaining China Mobile Limited position as of Q4 2014 after selling out during the quarter.
  • Scholtz & Company sold 4,800 China Mobile Limited shares in Q4 2014, an estimated $282K.
  • Scholtz & Company first reported a position in China Mobile Limited in Q1 2014 and held it in 3 quarters.
  • Scholtz & Company's China Mobile Limited position peaked at $331K in Q2 2014.
  • 326 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2014.

Based on Scholtz & Company's 13F filing for Q4 2014, filed 13 Feb 2015.