UFA
CHL

US Financial Advisors’s China Mobile Limited CHL Stock Holding History

US 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
2016
Q1 		– Sell
-155
Closed -$9K – 662
2015
Q4 		$9K Hold
155
– – 0.01% 335
2015
Q3 		$9K Hold
155
– – 0.02% 270
2015
Q2 		$10K Hold
155
– – 0.01% 236
2015
Q1 		$10K Hold
155
– – 0.01% 269
2014
Q4 		$9K Buy
+155
New +$9.29K 0.01% 254

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

US Financial Advisors's CHL Position: Q1 2016 in Review

US Financial Advisors sold out of China Mobile Limited (CHL) in Q1 2016, closing a stake of 155 shares — an estimated $9K sold.

US Financial Advisors first reported a position in CHL in Q4 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2015. 320 funds tracked by Wall St. Rank hold CHL as of Q1 2016.

  • US Financial Advisors reported no remaining China Mobile Limited position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 155 China Mobile Limited shares in Q1 2016, an estimated $9K.
  • US Financial Advisors first reported a position in China Mobile Limited in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's China Mobile Limited position peaked at $10K in Q2 2015.
  • 320 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.