Integrated Wealth Management (Palm Desert)’s China Life Insurance Company Ltd. LFC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-2,205	Closed	-$29K	–	1102
2016 Q3	$29K	Hold	2,205	–	–	0.01%	522
2016 Q2	$24K	Hold	2,205	–	–	0.01%	560
2016 Q1	$27K	Sell	2,205 -720	-25%	-$8.69K	0.01%	494
2015 Q4	$47K	Sell	2,925 -185	-6%	-$3.29K	0.02%	404
2015 Q3	$54K	Hold	3,110	–	–	0.02%	372
2015 Q2	$68K	Sell	3,110 -1,495	-32%	-$35.6K	0.03%	333
2015 Q1	$101K	Buy	+4,605	New	+$93.9K	0.04%	270

Other funds holding LFC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.39% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LFC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of China Life Insurance Company Ltd. (LFC) in Q4 2016, closing a stake of 2,205 shares — an estimated $29K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LFC in Q1 2015 and held it in 7 quarters. The position peaked at $101K in Q1 2015. 100 funds tracked by Wall St. Rank hold LFC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining China Life Insurance Company Ltd. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,205 China Life Insurance Company Ltd. shares in Q4 2016, an estimated $29K.
Integrated Wealth Management (Palm Desert) first reported a position in China Life Insurance Company Ltd. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s China Life Insurance Company Ltd. position peaked at $101K in Q1 2015.
100 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.