WA
CHL

Waverly Advisors’s China Mobile Limited CHL Stock Holding History

Waverly 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
2014
Q4 		– Sell
-228
Closed -$13K – 783
2014
Q3 		$13K Buy
+228
New +$13.1K 0.01% 425
2014
Q1 		– Sell
-27
Closed -$1K – 899
2013
Q4 		$1K Buy
+27
New +$1.44K ﹤0.01% 815

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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Waverly Advisors's CHL Position: Q4 2014 in Review

Waverly Advisors sold out of China Mobile Limited (CHL) in Q4 2014, closing a stake of 228 shares — an estimated $13K sold.

Waverly Advisors first reported a position in CHL in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2014. 326 funds tracked by Wall St. Rank hold CHL as of Q4 2014.

  • Waverly Advisors reported no remaining China Mobile Limited position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 228 China Mobile Limited shares in Q4 2014, an estimated $13K.
  • Waverly Advisors first reported a position in China Mobile Limited in Q4 2013 and held it in 2 quarters.
  • Waverly Advisors's China Mobile Limited position peaked at $13K in Q3 2014.
  • 326 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.