WSA
CHL

Willow Street Advisors’s China Mobile Limited CHL Stock Holding History

Willow Street 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
2013
Q4 		$2.8M Buy
53,600
+44,050
+461% +$2.34M 1.56% 18
2013
Q3 		$539K Buy
+9,550
New +$517K 0.33% 87

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Willow Street Advisors's CHL Position: Q4 2013 in Review

Willow Street Advisors increased its China Mobile Limited (CHL) stake by 461% in Q4 2013, buying an estimated $2.34M and bringing the position to 53,600 shares worth $2.8M. The position accounts for 1.56% of the portfolio, ranked #18.

Willow Street Advisors first reported a position in CHL in Q3 2013 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold CHL as of Q4 2013.

  • Willow Street Advisors held 53,600 shares of China Mobile Limited worth $2.8M as of Q4 2013.
  • Willow Street Advisors bought 44,050 China Mobile Limited shares in Q4 2013, an estimated $2.34M.
  • China Mobile Limited made up 1.56% of Willow Street Advisors's portfolio in Q4 2013, its #18 holding.
  • Willow Street Advisors first reported a position in China Mobile Limited in Q3 2013 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.