VNA
CHL

Valley National Advisers’s China Mobile Limited CHL Stock Holding History

Valley National Advisers’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
Q1 		– Sell
-10
Closed – – 935
2020
Q4 		$0 Hold
10
– – ﹤0.01% 893
2020
Q3 		$0 Hold
10
– – ﹤0.01% 879
2020
Q2 		$0 Hold
10
– – ﹤0.01% 903
2020
Q1 		$0 Hold
10
– – ﹤0.01% 893
2019
Q4 		$0 Hold
10
– – ﹤0.01% 864
2019
Q3 		$0 Hold
10
– – ﹤0.01% 859
2019
Q2 		$0 Hold
10
– – ﹤0.01% 820
2019
Q1 		$1K Hold
10
– – ﹤0.01% 726
2018
Q4 		$0 Hold
10
– – ﹤0.01% 872
2018
Q3 		$0 Hold
10
– – ﹤0.01% 785
2018
Q2 		$0 Hold
10
– – ﹤0.01% 749
2018
Q1 		$0 Hold
10
– – ﹤0.01% 737
2017
Q4 		$1K Hold
10
– – ﹤0.01% 656
2017
Q3 		$1K Hold
10
– – ﹤0.01% 653
2017
Q2 		$1K Hold
10
– – ﹤0.01% 593
2017
Q1 		$1K Hold
10
– – ﹤0.01% 594
2016
Q4 		$1K Hold
10
– – ﹤0.01% 628
2016
Q3 		$1K Hold
10
– – ﹤0.01% 631
2016
Q2 		$1K Hold
10
– – ﹤0.01% 602
2016
Q1 		$1K Buy
+10
New +$539 ﹤0.01% 585

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Valley National Advisers's CHL Position: Q1 2021 in Review

Valley National Advisers sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 10 shares.

Valley National Advisers first reported a position in CHL in Q1 2016 and held it in 20 quarters. The position peaked at $1K in Q1 2019. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Valley National Advisers reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Valley National Advisers sold 10 China Mobile Limited shares in Q1 2021.
  • Valley National Advisers first reported a position in China Mobile Limited in Q1 2016 and held it in 20 quarters.
  • Valley National Advisers's China Mobile Limited position peaked at $1K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.