UCFA
CHL

United Capital Financial Advisors’s China Mobile Limited CHL Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-6,288
Closed -$212K – 1252
2020
Q2 		$212K Sell
6,288
-232
-4% -$8.59K ﹤0.01% 1091
2020
Q1 		$246K Buy
6,520
+28
+0.4% +$1.13K ﹤0.01% 1019
2019
Q4 		$274K Buy
6,492
+584
+10% +$23.6K ﹤0.01% 1176
2019
Q3 		$245K Sell
5,908
-14,184
-71% -$604K ﹤0.01% 1133
2019
Q2 		$910K Buy
20,092
+13,161
+190% +$612K 0.01% 848
2019
Q1 		$353K Buy
6,931
+388
+6% +$20.3K ﹤0.01% 1079
2018
Q4 		$314K Buy
6,543
+1,729
+36% +$83.3K ﹤0.01% 1047
2018
Q3 		$236K Buy
+4,814
New +$222K ﹤0.01% 1200
2016
Q2 		– Sell
-6,253
Closed -$347K – 1326
2016
Q1 		$347K Sell
6,253
-12,208
-66% -$658K ﹤0.01% 969
2015
Q4 		$1.04M Sell
18,461
-39,431
-68% -$2.33M 0.01% 687
2015
Q3 		$3.44M Buy
57,892
+9,075
+19% +$560K 0.04% 399
2015
Q2 		$3.13M Buy
48,817
+9,585
+24% +$655K 0.04% 469
2015
Q1 		$2.8M Buy
39,232
+10,619
+37% +$693K 0.03% 482
2014
Q4 		$1.68M Buy
+28,613
New +$1.71M 0.03% 519
2014
Q2 		– Sell
-23,583
Closed -$1.07M – 993
2014
Q1 		$1.07M Buy
+23,583
New +$1.12M 0.02% 472
2013
Q4 		– Sell
-38,116
Closed -$2.15M – 808
2013
Q3 		$2.15M Sell
38,116
-610
-2% -$33K 0.07% 242
2013
Q2 		$2M Buy
+38,726
New +$2.05M 0.05% 308

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

United Capital Financial Advisors's CHL Position: Q3 2020 in Review

United Capital Financial Advisors sold out of China Mobile Limited (CHL) in Q3 2020, closing a stake of 6,288 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in CHL in Q2 2013 and held it in 17 quarters. The position peaked at $3.44M in Q3 2015. 282 funds tracked by Wall St. Rank hold CHL as of Q3 2020.

  • United Capital Financial Advisors reported no remaining China Mobile Limited position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,288 China Mobile Limited shares in Q3 2020, an estimated $212K.
  • United Capital Financial Advisors first reported a position in China Mobile Limited in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's China Mobile Limited position peaked at $3.44M in Q3 2015.
  • 282 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.