Vontobel Swiss Wealth Advisors’s China Life Insurance Company Ltd. LFC Stock Holding History

Vontobel Swiss Wealth Advisors’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
2019 Q3	–	Sell	-12,000	Closed	-$148K	–	122
2019 Q2	$148K	Hold	12,000	–	–	0.08%	114
2019 Q1	$161K	Hold	12,000	–	–	0.17%	57
2018 Q4	$126K	Hold	12,000	–	–	0.09%	76
2018 Q3	$137K	Buy	12,000 +2,000	+20%	+$23.8K	0.08%	85
2018 Q2	$128K	Buy	+10,000	New	+$139K	0.07%	85
2018 Q1	–	Sell	-13,200	Closed	-$206K	–	92
2017 Q4	$206K	Hold	13,200	–	–	0.12%	80
2017 Q3	$199K	Hold	13,200	–	–	0.12%	71
2017 Q2	$202K	Hold	13,200	–	–	0.13%	68
2017 Q1	$202K	Hold	13,200	–	–	0.11%	67
2016 Q4	$170K	Hold	13,200	–	–	0.1%	68
2016 Q3	$173K	Hold	13,200	–	–	0.09%	71
2016 Q2	$128K	Hold	13,200	–	–	0.08%	73
2016 Q1	$162K	Sell	13,200 -4,450	-25%	-$53.7K	0.09%	68
2015 Q4	$282K	Buy	+17,650	New	+$314K	0.17%	49
2015 Q2	–	Sell	-13,200	Closed	-$291K	–	44
2015 Q1	$291K	Hold	13,200	–	–	0.2%	40
2014 Q4	$258K	Buy	+13,200	New	+$208K	0.19%	37

Other funds holding LFC

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's LFC Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of China Life Insurance Company Ltd. (LFC) in Q3 2019, closing a stake of 12,000 shares — an estimated $148K sold.

Vontobel Swiss Wealth Advisors first reported a position in LFC in Q4 2014 and held it in 16 quarters. The position peaked at $291K in Q1 2015. 94 funds tracked by Wall St. Rank hold LFC as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining China Life Insurance Company Ltd. position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 12,000 China Life Insurance Company Ltd. shares in Q3 2019, an estimated $148K.
Vontobel Swiss Wealth Advisors first reported a position in China Life Insurance Company Ltd. in Q4 2014 and held it in 16 quarters.
Vontobel Swiss Wealth Advisors's China Life Insurance Company Ltd. position peaked at $291K in Q1 2015.
94 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.