NFG
LFC

Next Financial Group’s China Life Insurance Company Ltd. LFC Stock Holding History

Next Financial Group’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
2021
Q4 		$41K Hold
5,000
– – ﹤0.01% 1562
2021
Q3 		$41K Hold
5,000
– – ﹤0.01% 1503
2021
Q2 		$50K Buy
+5,000
New +$51.2K ﹤0.01% 1386
2020
Q2 		– Sell
-285
Closed -$3K – 2052
2020
Q1 		$3K Buy
285
+15
+6% +$180 ﹤0.01% 1882
2019
Q4 		$4K Hold
270
– – ﹤0.01% 2049
2019
Q3 		$3K Hold
270
– – ﹤0.01% 2062
2019
Q2 		$3K Sell
270
-1,346
-83% -$17.1K ﹤0.01% 2061
2019
Q1 		$22K Buy
1,616
+1,313
+433% +$16.5K 0.01% 942
2018
Q4 		$3K Sell
303
-6,116
-95% -$65K ﹤0.01% 1705
2018
Q3 		$73K Buy
+6,419
New +$76.4K 0.03% 451
2017
Q4 		– Sell
-6,385
Closed -$99K – 1540
2017
Q3 		$99K Buy
6,385
+1,885
+42% +$29.6K 0.03% 492
2017
Q2 		$69K Hold
4,500
– – 0.02% 671
2017
Q1 		$68K Sell
4,500
-1,985
-31% -$29.4K 0.02% 619
2016
Q4 		$83K Sell
6,485
-3,500
-35% -$46.3K 0.01% 761
2016
Q3 		$131K Buy
+9,985
New +$120K 0.02% 580
2014
Q4 		– Sell
-2,724
Closed -$38K – 2437
2014
Q3 		$38K Buy
2,724
+24
+0.9% +$345 0.01% 1090
2014
Q2 		$40K Buy
+2,700
New +$36.4K 0.02% 406

Other funds holding LFC

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's LFC Position: Q4 2021 in Review

Next Financial Group held its China Life Insurance Company Ltd. (LFC) position steady in Q4 2021 at 5,000 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Next Financial Group first reported a position in LFC in Q2 2014 and has held it in 17 quarters since. The position peaked at $131K in Q3 2016. 93 funds tracked by Wall St. Rank hold LFC as of Q4 2021.

  • Next Financial Group held 5,000 shares of China Life Insurance Company Ltd. worth $41K as of Q4 2021.
  • Next Financial Group left its China Life Insurance Company Ltd. share count unchanged in Q4 2021.
  • China Life Insurance Company Ltd. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1562 holding.
  • Next Financial Group first reported a position in China Life Insurance Company Ltd. in Q2 2014 and has held it in 17 quarters since.
  • Next Financial Group's China Life Insurance Company Ltd. position peaked at $131K in Q3 2016.
  • 93 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.