SWP
CHL

Strategic Wealth Partners’s China Mobile Limited CHL Stock Holding History

Strategic Wealth Partners’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
2019
Q1 		– Sell
-200
Closed -$10K – 841
2018
Q4 		$10K Hold
200
– – 0.01% 479
2018
Q3 		$10K Hold
200
– – 0.01% 483
2018
Q2 		$9K Hold
200
– – 0.01% 589
2018
Q1 		$9K Hold
200
– – ﹤0.01% 581
2017
Q4 		$11K Buy
+200
New +$10.1K 0.01% 494

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Strategic Wealth Partners's CHL Position: Q1 2019 in Review

Strategic Wealth Partners sold out of China Mobile Limited (CHL) in Q1 2019, closing a stake of 200 shares — an estimated $10K sold.

Strategic Wealth Partners first reported a position in CHL in Q4 2017 and held it in 5 quarters. The position peaked at $11K in Q4 2017. 365 funds tracked by Wall St. Rank hold CHL as of Q1 2019.

  • Strategic Wealth Partners reported no remaining China Mobile Limited position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 China Mobile Limited shares in Q1 2019, an estimated $10K.
  • Strategic Wealth Partners first reported a position in China Mobile Limited in Q4 2017 and held it in 5 quarters.
  • Strategic Wealth Partners's China Mobile Limited position peaked at $11K in Q4 2017.
  • 365 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.