U
LFC

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

UBS’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 		$2.26M Buy
162,303
+30,219
+23% +$435K ﹤0.01% 2794
2014
Q2 		$1.73M Buy
132,084
+39,318
+42% +$530K ﹤0.01% 3009
2014
Q1 		$1.31M Sell
92,766
-16,098
-15% -$226K ﹤0.01% 3208
2013
Q4 		$1.71M Buy
108,864
+48,576
+81% +$703K ﹤0.01% 2962
2013
Q3 		$781K Sell
60,288
-92,124
-60% -$1.15M ﹤0.01% 3628
2013
Q2 		$1.77M Buy
+152,412
New +$1.99M ﹤0.01% 2676

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

UBS's LFC Position: Q3 2014 in Review

UBS increased its China Life Insurance Company Ltd. (LFC) stake by 23% in Q3 2014, buying an estimated $435K and bringing the position to 162,303 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

UBS first reported a position in LFC in Q2 2013 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold LFC as of Q3 2014.

  • UBS held 162,303 shares of China Life Insurance Company Ltd. worth $2.26M as of Q3 2014.
  • UBS bought 30,219 China Life Insurance Company Ltd. shares in Q3 2014, an estimated $435K.
  • China Life Insurance Company Ltd. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2794 holding.
  • UBS first reported a position in China Life Insurance Company Ltd. in Q2 2013 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.