SPIA
CHL

Steward Partners Investment Advisory’s China Mobile Limited CHL Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-625
Closed – – 7620
2021
Q1 		$0 Sell
625
-6,229
-91% -$171K ﹤0.01% 3552
2020
Q4 		$196K Sell
6,854
-3,037
-31% -$93.9K ﹤0.01% 1082
2020
Q3 		$318K Sell
9,891
-3,764
-28% -$132K 0.01% 800
2020
Q2 		$459K Buy
13,655
+10,815
+381% +$400K 0.01% 654
2020
Q1 		$106K Buy
2,840
+1,021
+56% +$41K ﹤0.01% 979
2019
Q4 		$76K Sell
1,819
-429
-19% -$17.3K ﹤0.01% 1235
2019
Q3 		$93K Sell
2,248
-9
-0.4% -$383 ﹤0.01% 1115
2019
Q2 		$102K Buy
+2,257
New +$105K ﹤0.01% 1050
2018
Q4 		– Sell
-3,691
Closed -$181K – 2615
2018
Q3 		$181K Sell
3,691
-533
-13% -$24.6K 0.01% 748
2018
Q2 		$188K Buy
4,224
+429
+11% +$19.8K 0.01% 662
2018
Q1 		$173K Buy
3,795
+200
+6% +$9.7K 0.01% 645
2017
Q4 		$181K Buy
3,595
+2,255
+168% +$113K 0.01% 536
2017
Q3 		$67K Buy
1,340
+160
+14% +$8.52K 0.01% 624
2017
Q2 		$62K Hold
1,180
– – 0.01% 579
2017
Q1 		$65K Buy
+1,180
New +$65.9K 0.01% 499

Other funds holding CHL

WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's CHL Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of China Mobile Limited (CHL) in Q2 2021, closing a stake of 625 shares.

Steward Partners Investment Advisory first reported a position in CHL in Q1 2017 and held it in 15 quarters. The position peaked at $459K in Q2 2020. 6 funds tracked by Wall St. Rank hold CHL as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining China Mobile Limited position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 625 China Mobile Limited shares in Q2 2021.
  • Steward Partners Investment Advisory first reported a position in China Mobile Limited in Q1 2017 and held it in 15 quarters.
  • Steward Partners Investment Advisory's China Mobile Limited position peaked at $459K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.