USGIU
LFC

U.S. Global Investors (USGI)’s China Life Insurance Company Ltd. LFC Stock Holding History

U.S. Global Investors (USGI)’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
2014
Q3 		– Sell
-16,800
Closed -$220K – 322
2014
Q2 		$220K Buy
+16,800
New +$227K 0.05% 211

Other funds holding LFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Global Investors (USGI)'s LFC Position: Q3 2014 in Review

U.S. Global Investors (USGI) sold out of China Life Insurance Company Ltd. (LFC) in Q3 2014, closing a stake of 16,800 shares — an estimated $220K sold.

U.S. Global Investors (USGI) first reported a position in LFC in Q2 2014 and held it in 1 quarter. The position peaked at $220K in Q2 2014. 92 funds tracked by Wall St. Rank hold LFC as of Q3 2014.

  • U.S. Global Investors (USGI) reported no remaining China Life Insurance Company Ltd. position as of Q3 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 16,800 China Life Insurance Company Ltd. shares in Q3 2014, an estimated $220K.
  • U.S. Global Investors (USGI) first reported a position in China Life Insurance Company Ltd. in Q2 2014 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s China Life Insurance Company Ltd. position peaked at $220K in Q2 2014.
  • 92 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2014, filed 14 Nov 2014.