WT
CHL

Whittier Trust’s China Mobile Limited CHL Stock Holding History

Whittier Trust’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
2021
Q1 		– Sell
-690
Closed -$20K – 1562
2020
Q4 		$20K Sell
690
-1,012
-59% -$31.3K ﹤0.01% 1052
2020
Q3 		$55K Buy
1,702
+80
+5% +$2.81K ﹤0.01% 813
2020
Q2 		$55K Hold
1,622
– – ﹤0.01% 781
2020
Q1 		$61K Hold
1,622
– – ﹤0.01% 764
2019
Q4 		$69K Sell
1,622
-199
-11% -$8.03K ﹤0.01% 776
2019
Q3 		$75K Hold
1,821
– – ﹤0.01% 746
2019
Q2 		$82K Hold
1,821
– – ﹤0.01% 701
2019
Q1 		$93K Hold
1,821
– – ﹤0.01% 676
2018
Q4 		$87K Sell
1,821
-98
-5% -$4.72K ﹤0.01% 667
2018
Q3 		$94K Sell
1,919
-42
-2% -$1.94K ﹤0.01% 653
2018
Q2 		$87K Sell
1,961
-96
-5% -$4.42K ﹤0.01% 644
2018
Q1 		$94K Buy
2,057
+99
+5% +$4.8K ﹤0.01% 653
2017
Q4 		$99K Sell
1,958
-157
-7% -$7.9K ﹤0.01% 623
2017
Q3 		$107K Buy
2,115
+157
+8% +$8.36K ﹤0.01% 597
2017
Q2 		$104K Sell
1,958
-108
-5% -$5.87K ﹤0.01% 571
2017
Q1 		$114K Sell
2,066
-4,503
-69% -$251K ﹤0.01% 564
2016
Q4 		$344K Sell
6,569
-39,508
-86% -$2.22M 0.01% 390
2016
Q3 		$2.83M Sell
46,077
-108
-0.2% -$6.63K 0.12% 169
2016
Q2 		$2.67M Sell
46,185
-1,591
-3% -$89.5K 0.12% 171
2016
Q1 		$2.65M Buy
47,776
+1,987
+4% +$107K 0.12% 172
2015
Q4 		$2.58M Sell
45,789
-964
-2% -$56.9K 0.12% 176
2015
Q3 		$2.78M Buy
46,753
+974
+2% +$60.1K 0.14% 162
2015
Q2 		$2.93M Buy
45,779
+44,048
+2,545% +$3.01M 0.13% 172
2015
Q1 		$113K Buy
1,731
+1,498
+643% +$97.8K 0.01% 568
2014
Q4 		$14K Hold
233
– – ﹤0.01% 840
2014
Q3 		$14K Sell
233
-18
-7% -$1.04K ﹤0.01% 824
2014
Q2 		$12K Hold
251
– – ﹤0.01% 849
2014
Q1 		$11K Sell
251
-527
-68% -$25K ﹤0.01% 882
2013
Q4 		$41K Buy
778
+527
+210% +$28K ﹤0.01% 704
2013
Q3 		$14K Hold
251
– – ﹤0.01% 859
2013
Q2 		$13K Buy
+251
New +$13.3K ﹤0.01% 853

Other funds holding CHL

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Whittier Trust's CHL Position: Q1 2021 in Review

Whittier Trust sold out of China Mobile Limited (CHL) in Q1 2021, closing a stake of 690 shares — an estimated $20K sold.

Whittier Trust first reported a position in CHL in Q2 2013 and held it in 31 quarters. The position peaked at $2.93M in Q2 2015. 25 funds tracked by Wall St. Rank hold CHL as of Q1 2021.

  • Whittier Trust reported no remaining China Mobile Limited position as of Q1 2021 after selling out during the quarter.
  • Whittier Trust sold 690 China Mobile Limited shares in Q1 2021, an estimated $20K.
  • Whittier Trust first reported a position in China Mobile Limited in Q2 2013 and held it in 31 quarters.
  • Whittier Trust's China Mobile Limited position peaked at $2.93M in Q2 2015.
  • 25 funds tracked by Wall St. Rank held China Mobile Limited as of Q1 2021.

Based on Whittier Trust's 13F filing for Q1 2021, filed 26 Apr 2021.