JWA
LFC

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

JFS 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
-731
Closed -$6K – 1995
2022
Q2 		$6K Buy
731
+235
+47% +$1.79K ﹤0.01% 971
2022
Q1 		$4K Buy
496
+344
+226% +$2.9K ﹤0.01% 1194
2021
Q4 		$1K Buy
+152
New +$1.3K ﹤0.01% 1676

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 $9.54B AUM 19.86% 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

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

JFS Wealth Advisors sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 731 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in LFC in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • JFS Wealth Advisors reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 731 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $6K.
  • JFS Wealth Advisors first reported a position in China Life Insurance Company Ltd. in Q4 2021 and held it in 3 quarters.
  • JFS Wealth Advisors's China Life Insurance Company Ltd. position peaked at $6K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.