PWPS
LFC

Pinnacle Wealth Planning Services’s China Life Insurance Company Ltd. LFC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-13,718
Closed -$104K – 494
2022
Q1 		$104K Buy
13,718
+1,935
+16% +$16.3K 0.02% 401
2021
Q4 		$97K Buy
+11,783
New +$101K 0.02% 399
2021
Q1 		– Sell
-2,412
Closed -$27K – 2182
2020
Q4 		$27K Buy
+2,412
New +$27.6K 0.01% 1045

Other funds holding LFC

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's LFC Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of China Life Insurance Company Ltd. (LFC) in Q2 2022, closing a stake of 13,718 shares — an estimated $104K sold.

Pinnacle Wealth Planning Services first reported a position in LFC in Q4 2020 and held it in 3 quarters. The position peaked at $104K in Q1 2022. 104 funds tracked by Wall St. Rank hold LFC as of Q2 2022.

  • Pinnacle Wealth Planning Services reported no remaining China Life Insurance Company Ltd. position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 13,718 China Life Insurance Company Ltd. shares in Q2 2022, an estimated $104K.
  • Pinnacle Wealth Planning Services first reported a position in China Life Insurance Company Ltd. in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's China Life Insurance Company Ltd. position peaked at $104K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.