Sowell Financial Services
CHL

Sowell Financial Services’s China Mobile Limited CHL Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-903
Closed -$26K – 3448
2020
Q4 		$26K Buy
903
+23
+3% +$711 ﹤0.01% 1634
2020
Q3 		$28K Sell
880
-129
-13% -$4.53K ﹤0.01% 1422
2020
Q2 		$34K Hold
1,009
– – ﹤0.01% 1296
2020
Q1 		$38K Sell
1,009
-291
-22% -$11.7K ﹤0.01% 1145
2019
Q4 		$55K Sell
1,300
-213
-14% -$8.59K ﹤0.01% 1129
2019
Q3 		$63K Buy
+1,513
New +$64.4K 0.01% 944
2017
Q3 		– Sell
-4,028
Closed -$217K – 289
2017
Q2 		$217K Buy
+4,028
New +$219K 0.06% 228
2017
Q1 		– Sell
-2,779
Closed -$157K – 660
2016
Q4 		$157K Buy
+2,779
New +$156K 0.05% 214

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Sowell Financial Services's CHL Position: Q1 2021 in Review

Sowell Financial Services sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 903 shares — an estimated $26K sold.

Sowell Financial Services first reported a position in CHL in Q4 2016 and held it in 8 quarters. The position peaked at $217K in Q2 2017. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Sowell Financial Services reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 903 China Mobile Limited shares in Q1 2021, an estimated $26K.
  • Sowell Financial Services first reported a position in China Mobile Limited in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's China Mobile Limited position peaked at $217K in Q2 2017.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.