WT
CHA

Whittier Trust’s China Telecom Corporation, LTD CHA Stock Holding History

Whittier Trust’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-685
Closed -$40K – 1288
2015
Q2 		$40K Buy
+685
New +$47.3K ﹤0.01% 782
2013
Q3 		– Sell
-375
Closed -$18K – 1111
2013
Q2 		$18K Buy
+375
New +$18.5K ﹤0.01% 809

Other funds holding CHA

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Whittier Trust's CHA Position: Q3 2015 in Review

Whittier Trust sold out of China Telecom Corporation, LTD (CHA) in Q3 2015, closing a stake of 685 shares — an estimated $40K sold.

Whittier Trust first reported a position in CHA in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2015. 52 funds tracked by Wall St. Rank hold CHA as of Q3 2015.

  • Whittier Trust reported no remaining China Telecom Corporation, LTD position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 685 China Telecom Corporation, LTD shares in Q3 2015, an estimated $40K.
  • Whittier Trust first reported a position in China Telecom Corporation, LTD in Q2 2013 and held it in 2 quarters.
  • Whittier Trust's China Telecom Corporation, LTD position peaked at $40K in Q2 2015.
  • 52 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.