GWS
LFC

Glassman Wealth Services’s China Life Insurance Company Ltd. LFC Stock Holding History

Glassman Wealth Services’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
-1,573
Closed -$14K – 2100
2022
Q2 		$14K Buy
+1,573
New +$12K ﹤0.01% 729
2022
Q1 		– Sell
-449
Closed -$4K – 2055
2021
Q4 		$4K Buy
449
+408
+995% +$3.5K ﹤0.01% 1060
2021
Q3 		$0 Sell
41
-1,097
-96% -$9.39K ﹤0.01% 1893
2021
Q2 		$11K Buy
1,138
+921
+424% +$9.44K ﹤0.01% 743
2021
Q1 		$2K Sell
217
-173
-44% -$1.87K ﹤0.01% 1171
2020
Q4 		$4K Buy
390
+36
+10% +$412 ﹤0.01% 937
2020
Q3 		$4K Buy
354
+190
+116% +$2.27K ﹤0.01% 867
2020
Q2 		$2K Buy
+164
New +$1.65K ﹤0.01% 932

Other funds holding LFC

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
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

Glassman Wealth Services's LFC Position: Q3 2022 in Review

Glassman Wealth Services sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 1,573 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in LFC in Q2 2020 and held it in 8 quarters. The position peaked at $14K in Q2 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • Glassman Wealth Services reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1,573 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $14K.
  • Glassman Wealth Services first reported a position in China Life Insurance Company Ltd. in Q2 2020 and held it in 8 quarters.
  • Glassman Wealth Services's China Life Insurance Company Ltd. position peaked at $14K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.