SW
CHL

SVB Wealth’s China Mobile Limited CHL Stock Holding History

SVB Wealth’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
2020
Q4 		– Sell
-9,500
Closed -$305K – 897
2020
Q3 		$305K Buy
+9,500
New +$333K 0.01% 518
2020
Q2 		– Sell
-5,471
Closed -$206K – 701
2020
Q1 		$206K Sell
5,471
-9,607
-64% -$386K 0.01% 458
2019
Q4 		$637K Buy
+15,078
New +$608K 0.01% 373

Other funds holding CHL

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's CHL Position: Q4 2020 in Review

SVB Wealth sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 9,500 shares — an estimated $305K sold.

SVB Wealth first reported a position in CHL in Q4 2019 and held it in 3 quarters. The position peaked at $637K in Q4 2019. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

  • SVB Wealth reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
  • SVB Wealth sold 9,500 China Mobile Limited shares in Q4 2020, an estimated $305K.
  • SVB Wealth first reported a position in China Mobile Limited in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's China Mobile Limited position peaked at $637K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.