Creative Planning
LFC

Creative Planning’s China Life Insurance Company Ltd. LFC Stock Holding History

Creative Planning’s Portfolio LFC Stock Details LFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-923
Closed -$14K – 4016
2017
Q2 		$14K Hold
923
– – ﹤0.01% 3429
2017
Q1 		$14K Hold
923
– – ﹤0.01% 3389
2016
Q4 		$12K Hold
923
– – ﹤0.01% 3449
2016
Q3 		$12K Buy
923
+19
+2% +$229 ﹤0.01% 3422
2016
Q2 		$10K Buy
+904
New +$10.1K ﹤0.01% 3268
2015
Q3 		– Sell
-13,000
Closed -$283K – 4382
2015
Q2 		$283K Buy
13,000
+10,600
+442% +$252K ﹤0.01% 808
2015
Q1 		$53K Hold
2,400
– – ﹤0.01% 2001
2014
Q4 		$47K Hold
2,400
– – ﹤0.01% 2052
2014
Q3 		$33K Sell
2,400
-30
-1% -$431 ﹤0.01% 2193
2014
Q2 		$32K Buy
2,430
+30
+1% +$405 ﹤0.01% 2183
2014
Q1 		$34K Hold
2,400
– – ﹤0.01% 2062
2013
Q4 		$38K Sell
2,400
-1,800
-43% -$26K ﹤0.01% 1783
2013
Q3 		$54K Sell
4,200
-3,600
-46% -$45.1K ﹤0.01% 1466
2013
Q2 		$91K Buy
+7,800
New +$102K ﹤0.01% 1038

Other funds holding LFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Creative Planning's LFC Position: Q3 2017 in Review

Creative Planning sold out of China Life Insurance Company Ltd. (LFC) in Q3 2017, closing a stake of 923 shares — an estimated $14K sold.

Creative Planning first reported a position in LFC in Q2 2013 and held it in 14 quarters. The position peaked at $283K in Q2 2015. 95 funds tracked by Wall St. Rank hold LFC as of Q3 2017.

  • Creative Planning reported no remaining China Life Insurance Company Ltd. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 923 China Life Insurance Company Ltd. shares in Q3 2017, an estimated $14K.
  • Creative Planning first reported a position in China Life Insurance Company Ltd. in Q2 2013 and held it in 14 quarters.
  • Creative Planning's China Life Insurance Company Ltd. position peaked at $283K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.