EBWM
LFC

Eagle Bluffs Wealth Management’s China Life Insurance Company Ltd. LFC Stock Holding History

Eagle Bluffs Wealth Management’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
2022
Q3 		– Sell
-88,767
Closed -$767K – 62
2022
Q2 		$767K Buy
88,767
+39,320
+80% +$300K 0.83% 36
2022
Q1 		$375K Buy
49,447
+12,508
+34% +$106K 0.36% 57
2021
Q4 		$304K Buy
+36,939
New +$317K 0.32% 57

Other funds holding LFC

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CCP
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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Eagle Bluffs Wealth Management's LFC Position: Q3 2022 in Review

Eagle Bluffs Wealth Management sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 88,767 shares — an estimated $767K sold.

Eagle Bluffs Wealth Management first reported a position in LFC in Q4 2021 and held it in 3 quarters. The position peaked at $767K in Q2 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • Eagle Bluffs Wealth Management reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • Eagle Bluffs Wealth Management sold 88,767 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $767K.
  • Eagle Bluffs Wealth Management first reported a position in China Life Insurance Company Ltd. in Q4 2021 and held it in 3 quarters.
  • Eagle Bluffs Wealth Management's China Life Insurance Company Ltd. position peaked at $767K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.