Stifel Financial
CHL

Stifel Financial’s China Mobile Limited CHL Stock Holding History

Stifel Financial’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
-75,701
Closed -$2.16M – 3354
2020
Q4 		$2.16M Buy
75,701
+1,019
+1% +$31.5K ﹤0.01% 1339
2020
Q3 		$2.4M Sell
74,682
-107,079
-59% -$3.76M ﹤0.01% 1122
2020
Q2 		$6.12M Sell
181,761
-17,892
-9% -$662K 0.01% 664
2020
Q1 		$7.52M Buy
199,653
+8,204
+4% +$330K 0.02% 523
2019
Q4 		$8.07M Buy
191,449
+32,498
+20% +$1.31M 0.02% 689
2019
Q3 		$6.57M Sell
158,951
-8,019
-5% -$342K 0.02% 716
2019
Q2 		$7.55M Buy
166,970
+9,060
+6% +$422K 0.02% 681
2019
Q1 		$8.04M Buy
157,910
+70,406
+80% +$3.68M 0.02% 617
2018
Q4 		$4.21M Buy
87,504
+40,345
+86% +$1.94M 0.01% 844
2018
Q3 		$2.31M Buy
47,159
+4,408
+10% +$204K 0.01% 1177
2018
Q2 		$1.9M Sell
42,751
-769
-2% -$35.4K 0.01% 1238
2018
Q1 		$2M Sell
43,520
-15,257
-26% -$740K 0.01% 1159
2017
Q4 		$2.96M Buy
58,777
+20,657
+54% +$1.04M 0.01% 977
2017
Q3 		$1.93M Buy
38,120
+3,635
+11% +$194K 0.01% 1145
2017
Q2 		$1.83M Buy
34,485
+1,272
+4% +$69.1K 0.01% 1140
2017
Q1 		$1.84M Buy
33,213
+74
+0.2% +$4.13K 0.01% 1115
2016
Q4 		$1.73M Sell
33,139
-197
-0.6% -$11.1K 0.01% 1092
2016
Q3 		$2.05M Sell
33,336
-1,028
-3% -$63.1K 0.01% 983
2016
Q2 		$1.99M Sell
34,364
-1,068
-3% -$60.1K 0.01% 1005
2016
Q1 		$1.96M Sell
35,432
-3,151
-8% -$170K 0.01% 933
2015
Q4 		$2.17M Buy
38,583
+3,803
+11% +$224K 0.01% 938
2015
Q3 		$2.07M Sell
34,780
-2,231
-6% -$138K 0.01% 896
2015
Q2 		$2.36M Buy
37,011
+5,047
+16% +$345K 0.01% 914
2015
Q1 		$2.08M Sell
31,964
-795
-2% -$51.9K 0.01% 926
2014
Q4 		$1.93M Buy
32,759
+2,210
+7% +$132K 0.01% 932
2014
Q3 		$1.79M Buy
30,549
+1,009
+3% +$58.1K 0.02% 805
2014
Q2 		$1.44M Buy
29,540
+2,121
+8% +$102K 0.01% 930
2014
Q1 		$1.25M Buy
+27,419
New +$1.3M 0.01% 942

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Stifel Financial's CHL Position: Q1 2021 in Review

Stifel Financial sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 75,701 shares — an estimated $2.16M sold.

Stifel Financial first reported a position in CHL in Q1 2014 and held it in 28 quarters. The position peaked at $8.07M in Q4 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Stifel Financial reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 75,701 China Mobile Limited shares in Q1 2021, an estimated $2.16M.
  • Stifel Financial first reported a position in China Mobile Limited in Q1 2014 and held it in 28 quarters.
  • Stifel Financial's China Mobile Limited position peaked at $8.07M in Q4 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.