VSWA
CHL

Vontobel Swiss Wealth Advisors’s China Mobile Limited CHL Stock Holding History

Vontobel Swiss Wealth 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
2015
Q1 		– Sell
-250
Closed -$15K – 119
2014
Q4 		$15K Buy
+250
New +$15K 0.01% 99

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's CHL Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of China Mobile Limited (CHL) in Q1 2015, closing a stake of 250 shares — an estimated $15K sold.

Vontobel Swiss Wealth Advisors first reported a position in CHL in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 328 funds tracked by Wall St. Rank hold CHL as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining China Mobile Limited position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 250 China Mobile Limited shares in Q1 2015, an estimated $15K.
  • Vontobel Swiss Wealth Advisors first reported a position in China Mobile Limited in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's China Mobile Limited position peaked at $15K in Q4 2014.
  • 328 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.