PWM
LFC

Perigon Wealth Management’s China Life Insurance Company Ltd. LFC Stock Holding History

Perigon Wealth Management’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
2017
Q1 		– Sell
-913
Closed -$14K – 725
2016
Q4 		$14K Hold
913
– – ﹤0.01% 519
2016
Q3 		$12K Buy
+913
New +$11K ﹤0.01% 467

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SCM
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CAIMH
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Goldman Sachs
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MCM
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PPA
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Perigon Wealth Management's LFC Position: Q1 2017 in Review

Perigon Wealth Management sold out of China Life Insurance Company Ltd. (LFC) in Q1 2017, closing a stake of 913 shares — an estimated $14K sold.

Perigon Wealth Management first reported a position in LFC in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 97 funds tracked by Wall St. Rank hold LFC as of Q1 2017.

  • Perigon Wealth Management reported no remaining China Life Insurance Company Ltd. position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 913 China Life Insurance Company Ltd. shares in Q1 2017, an estimated $14K.
  • Perigon Wealth Management first reported a position in China Life Insurance Company Ltd. in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's China Life Insurance Company Ltd. position peaked at $14K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.