WP
CHL

WealthPLAN Partners’s China Mobile Limited CHL Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-103
Closed -$5.71K – 496
2017
Q1 		$5.71K Buy
+103
New +$5.75K 0.02% 332
2016
Q3 		$25K Buy
403
+197
+96% +$12.1K 0.01% 437
2016
Q2 		$5.95K Buy
+206
New +$11.6K ﹤0.01% 1921

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's CHL Position: Q2 2017 in Review

WealthPLAN Partners sold out of China Mobile Limited (CHL) in Q2 2017, closing a stake of 103 shares — an estimated $5.71K sold.

WealthPLAN Partners first reported a position in CHL in Q2 2016 and held it in 3 quarters. The position peaked at $25K in Q3 2016. 300 funds tracked by Wall St. Rank hold CHL as of Q2 2017.

  • WealthPLAN Partners reported no remaining China Mobile Limited position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 103 China Mobile Limited shares in Q2 2017, an estimated $5.71K.
  • WealthPLAN Partners first reported a position in China Mobile Limited in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's China Mobile Limited position peaked at $25K in Q3 2016.
  • 300 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.