WAM
CHL

Weatherly Asset Management’s China Mobile Limited CHL Stock Holding History

Weatherly Asset Management’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
2016
Q3 		– Sell
-6,797
Closed -$394K – 178
2016
Q2 		$394K Hold
6,797
– – 0.13% 131
2016
Q1 		$376K Hold
6,797
– – 0.13% 130
2015
Q4 		$382K Buy
+6,797
New +$401K 0.14% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Weatherly Asset Management's CHL Position: Q3 2016 in Review

Weatherly Asset Management sold out of China Mobile Limited (CHL) in Q3 2016, closing a stake of 6,797 shares — an estimated $394K sold.

Weatherly Asset Management first reported a position in CHL in Q4 2015 and held it in 3 quarters. The position peaked at $394K in Q2 2016. 320 funds tracked by Wall St. Rank hold CHL as of Q3 2016.

  • Weatherly Asset Management reported no remaining China Mobile Limited position as of Q3 2016 after selling out during the quarter.
  • Weatherly Asset Management sold 6,797 China Mobile Limited shares in Q3 2016, an estimated $394K.
  • Weatherly Asset Management first reported a position in China Mobile Limited in Q4 2015 and held it in 3 quarters.
  • Weatherly Asset Management's China Mobile Limited position peaked at $394K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held China Mobile Limited as of Q3 2016.

Based on Weatherly Asset Management's 13F filing for Q3 2016, filed 1 Nov 2016.