EWA
LFC

EverSource Wealth Advisors’s China Life Insurance Company Ltd. LFC Stock Holding History

EverSource Wealth Advisors’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
-198
Closed -$2K – 2202
2022
Q2 		$2K Sell
198
-34
-15% -$259 ﹤0.01% 1608
2022
Q1 		$2K Sell
232
-2,304
-91% -$19.4K ﹤0.01% 1615
2021
Q4 		$21K Buy
+2,536
New +$21.8K 0.01% 671

Other funds holding LFC

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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 $8.74B AUM 14.62% 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

EverSource Wealth Advisors's LFC Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 198 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in LFC in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 198 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $2K.
  • EverSource Wealth Advisors first reported a position in China Life Insurance Company Ltd. in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's China Life Insurance Company Ltd. position peaked at $21K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.