WAM
CHL

Wealthspire Advisors (Maryland)’s China Mobile Limited CHL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,229
Closed -$165K – 2514
2019
Q1 		$165K Buy
3,229
+91
+3% +$4.75K 0.01% 480
2018
Q4 		$151K Buy
3,138
+11
+0.4% +$530 0.01% 476
2018
Q3 		$153K Sell
3,127
-793
-20% -$36.6K 0.01% 535
2018
Q2 		$174K Buy
3,920
+369
+10% +$17K 0.02% 505
2018
Q1 		$162K Buy
3,551
+29
+0.8% +$1.41K 0.02% 535
2017
Q4 		$178K Buy
3,522
+2,919
+484% +$147K 0.02% 530
2017
Q3 		$30K Sell
603
-324
-35% -$17.3K ﹤0.01% 1164
2017
Q2 		$49K Buy
927
+667
+257% +$36.2K 0.01% 959
2017
Q1 		$14K Buy
+260
New +$14.5K ﹤0.01% 1221
2016
Q4 		– Sell
-177
Closed -$11K – 1938
2016
Q3 		$11K Hold
177
– – ﹤0.01% 1240
2016
Q2 		$10K Hold
177
– – ﹤0.01% 1217
2016
Q1 		$10K Hold
177
– – ﹤0.01% 1203
2015
Q4 		$10K Buy
+177
New +$10.4K ﹤0.01% 1208

Other funds holding CHL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of China Mobile Limited (CHL) in Q2 2019, closing a stake of 3,229 shares — an estimated $165K sold.

Wealthspire Advisors (Maryland) first reported a position in CHL in Q4 2015 and held it in 13 quarters. The position peaked at $178K in Q4 2017. 346 funds tracked by Wall St. Rank hold CHL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining China Mobile Limited position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,229 China Mobile Limited shares in Q2 2019, an estimated $165K.
  • Wealthspire Advisors (Maryland) first reported a position in China Mobile Limited in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s China Mobile Limited position peaked at $178K in Q4 2017.
  • 346 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.