VFA
CHL

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

Valeo 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
2021
Q2 		– Sell
-50
Closed – – 2135
2021
Q1 		$0 Sell
50
-865
-95% -$23.8K ﹤0.01% 2277
2020
Q4 		$26K Buy
915
+675
+281% +$20.9K ﹤0.01% 970
2020
Q3 		$8K Sell
240
-19
-7% -$667 ﹤0.01% 1154
2020
Q2 		$9K Buy
259
+42
+19% +$1.55K ﹤0.01% 1341
2020
Q1 		$9K Buy
217
+5
+2% +$201 ﹤0.01% 1153
2019
Q4 		$9K Hold
212
– – ﹤0.01% 1152
2019
Q3 		$9K Hold
212
– – ﹤0.01% 1071
2019
Q2 		$10K Buy
212
+8
+4% +$372 ﹤0.01% 1038
2019
Q1 		$10K Hold
204
– – ﹤0.01% 982
2018
Q4 		$10K Sell
204
-14
-6% -$674 ﹤0.01% 899
2018
Q3 		$10K Sell
218
-1,592
-88% -$73.6K ﹤0.01% 987
2018
Q2 		$82K Buy
1,810
+132
+8% +$6.08K 0.01% 441
2018
Q1 		$77K Sell
1,678
-57
-3% -$2.76K 0.01% 410
2017
Q4 		$88K Buy
1,735
+1,450
+509% +$73K 0.01% 368
2017
Q3 		$14K Buy
+285
New +$15.2K ﹤0.01% 636

Other funds holding CHL

WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return

Valeo Financial Advisors's CHL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of China Mobile Limited (CHL) in Q2 2021, closing a stake of 50 shares.

Valeo Financial Advisors first reported a position in CHL in Q3 2017 and held it in 15 quarters. The position peaked at $88K in Q4 2017. 6 funds tracked by Wall St. Rank hold CHL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining China Mobile Limited position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 China Mobile Limited shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in China Mobile Limited in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's China Mobile Limited position peaked at $88K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.