SNT
CHL

Security National Trust’s China Mobile Limited CHL Stock Holding History

Security National Trust’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
-250
Closed -$15K – 540
2014
Q3 		$15K Hold
250
– – 0.01% 377
2014
Q2 		$12K Hold
250
– – ﹤0.01% 402
2014
Q1 		$11K Hold
250
– – ﹤0.01% 406
2013
Q4 		$13K Hold
250
– – 0.01% 389
2013
Q3 		$14K Buy
+250
New +$13.5K 0.01% 363

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

Security National Trust's CHL Position: Q4 2014 in Review

Security National Trust sold out of China Mobile Limited (CHL) in Q4 2014, closing a stake of 250 shares — an estimated $15K sold.

Security National Trust first reported a position in CHL in Q3 2013 and held it in 5 quarters. The position peaked at $15K in Q3 2014. 326 funds tracked by Wall St. Rank hold CHL as of Q4 2014.

  • Security National Trust reported no remaining China Mobile Limited position as of Q4 2014 after selling out during the quarter.
  • Security National Trust sold 250 China Mobile Limited shares in Q4 2014, an estimated $15K.
  • Security National Trust first reported a position in China Mobile Limited in Q3 2013 and held it in 5 quarters.
  • Security National Trust's China Mobile Limited position peaked at $15K in Q3 2014.
  • 326 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.