SW
LFC

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

SVB Wealth’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
-16,099
Closed -$139K – 1022
2022
Q2 		$139K Buy
+16,099
New +$123K ﹤0.01% 699
2015
Q2 		– Sell
-38,187
Closed -$841K – 585
2015
Q1 		$841K Buy
38,187
+1,896
+5% +$38.7K 0.03% 332
2014
Q4 		$710K Buy
+36,291
New +$571K 0.02% 354

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

SVB Wealth's LFC Position: Q3 2022 in Review

SVB Wealth sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 16,099 shares — an estimated $139K sold.

SVB Wealth first reported a position in LFC in Q4 2014 and held it in 3 quarters. The position peaked at $841K in Q1 2015. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • SVB Wealth reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • SVB Wealth sold 16,099 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $139K.
  • SVB Wealth first reported a position in China Life Insurance Company Ltd. in Q4 2014 and held it in 3 quarters.
  • SVB Wealth's China Life Insurance Company Ltd. position peaked at $841K in Q1 2015.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on SVB Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.