IWC
LFC

Integrated Wealth Concepts’s China Life Insurance Company Ltd. LFC Stock Holding History

Integrated Wealth Concepts’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
2020
Q4 		– Sell
-75,340
Closed -$853K – 656
2020
Q3 		$853K Buy
75,340
+198
+0.3% +$2.37K 0.05% 239
2020
Q2 		$758K Buy
75,142
+13,428
+22% +$135K 0.05% 213
2020
Q1 		$602K Buy
61,714
+11,321
+22% +$135K 0.06% 200
2019
Q4 		$697K Buy
+50,393
New +$645K 0.06% 213

Other funds holding LFC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Integrated Wealth Concepts's LFC Position: Q4 2020 in Review

Integrated Wealth Concepts sold out of China Life Insurance Company Ltd. (LFC) in Q4 2020, closing a stake of 75,340 shares — an estimated $853K sold.

Integrated Wealth Concepts first reported a position in LFC in Q4 2019 and held it in 4 quarters. The position peaked at $853K in Q3 2020. 89 funds tracked by Wall St. Rank hold LFC as of Q4 2020.

  • Integrated Wealth Concepts reported no remaining China Life Insurance Company Ltd. position as of Q4 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 75,340 China Life Insurance Company Ltd. shares in Q4 2020, an estimated $853K.
  • Integrated Wealth Concepts first reported a position in China Life Insurance Company Ltd. in Q4 2019 and held it in 4 quarters.
  • Integrated Wealth Concepts's China Life Insurance Company Ltd. position peaked at $853K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q4 2020.

Based on Integrated Wealth Concepts's 13F filing for Q4 2020, filed 12 Feb 2021.