WA
CHL

WFG Advisors’s China Mobile Limited CHL Stock Holding History

WFG 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
2017
Q1 		– Sell
-60
Closed -$3K – 1769
2016
Q4 		$3K Sell
60
-13,904
-100% -$781K ﹤0.01% 1392
2016
Q3 		$859K Buy
13,964
+1,453
+12% +$89.1K 0.21% 116
2016
Q2 		$724K Buy
12,511
+418
+3% +$23.5K 0.19% 127
2016
Q1 		$671K Buy
12,093
+2,087
+21% +$113K 0.19% 129
2015
Q4 		$564K Buy
10,006
+113
+1% +$6.67K 0.17% 148
2015
Q3 		$589K Buy
9,893
+2,419
+32% +$149K 0.18% 128
2015
Q2 		$479K Buy
7,474
+1,034
+16% +$70.6K 0.13% 170
2015
Q1 		$419K Sell
6,440
-517
-7% -$33.7K 0.12% 199
2014
Q4 		$409K Buy
6,957
+925
+15% +$55.4K 0.08% 265
2014
Q3 		$354K Sell
6,032
-414
-6% -$23.8K 0.07% 327
2014
Q2 		$313K Buy
6,446
+1,806
+39% +$86.6K 0.06% 351
2014
Q1 		$212K Buy
4,640
+2,089
+82% +$99.2K 0.04% 415
2013
Q4 		$133K Buy
2,551
+1,096
+75% +$58.3K 0.02% 641
2013
Q3 		$82K Buy
1,455
+350
+32% +$18.9K 0.01% 765
2013
Q2 		$57K Buy
+1,105
New +$58.4K 0.01% 840

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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WFG Advisors's CHL Position: Q1 2017 in Review

WFG Advisors sold out of China Mobile Limited (CHL) in Q1 2017, closing a stake of 60 shares — an estimated $3K sold.

WFG Advisors first reported a position in CHL in Q2 2013 and held it in 15 quarters. The position peaked at $859K in Q3 2016. 316 funds tracked by Wall St. Rank hold CHL as of Q1 2017.

  • WFG Advisors reported no remaining China Mobile Limited position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 60 China Mobile Limited shares in Q1 2017, an estimated $3K.
  • WFG Advisors first reported a position in China Mobile Limited in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's China Mobile Limited position peaked at $859K in Q3 2016.
  • 316 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.