EWM
LFC

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

Evercore 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
2013
Q4 		– Sell
-402
Closed -$5K – 1007
2013
Q3 		$5K Buy
+402
New +$5.03K ﹤0.01% 863

Other funds holding LFC

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SCM
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Morgan Stanley
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Invesco
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CS
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MICM
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return

Evercore Wealth Management's LFC Position: Q4 2013 in Review

Evercore Wealth Management sold out of China Life Insurance Company Ltd. (LFC) in Q4 2013, closing a stake of 402 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in LFC in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 89 funds tracked by Wall St. Rank hold LFC as of Q4 2013.

  • Evercore Wealth Management reported no remaining China Life Insurance Company Ltd. position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 402 China Life Insurance Company Ltd. shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in China Life Insurance Company Ltd. in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's China Life Insurance Company Ltd. position peaked at $5K in Q3 2013.
  • 89 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.