WA
CHL

WealthTrust-Arizona’s China Mobile Limited CHL Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-576
Closed -$26K – 767
2014
Q1 		$26K Hold
576
– – 0.03% 255
2013
Q4 		$30K Buy
576
+3
+0.5% +$160 0.03% 214
2013
Q3 		$32K Hold
573
– – 0.04% 190
2013
Q2 		$30K Buy
+573
New +$30.3K 0.04% 182

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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

WealthTrust-Arizona's CHL Position: Q2 2014 in Review

WealthTrust-Arizona sold out of China Mobile Limited (CHL) in Q2 2014, closing a stake of 576 shares — an estimated $26K sold.

WealthTrust-Arizona first reported a position in CHL in Q2 2013 and held it in 4 quarters. The position peaked at $32K in Q3 2013. 280 funds tracked by Wall St. Rank hold CHL as of Q2 2014.

  • WealthTrust-Arizona reported no remaining China Mobile Limited position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 576 China Mobile Limited shares in Q2 2014, an estimated $26K.
  • WealthTrust-Arizona first reported a position in China Mobile Limited in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's China Mobile Limited position peaked at $32K in Q3 2013.
  • 280 funds tracked by Wall St. Rank held China Mobile Limited as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.