Wealthspire Advisors (Maryland)’s China Life Insurance Company Ltd. LFC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-128	Closed	-$2K	–	2276
2019 Q1	$2K	Hold	128	–	–	﹤0.01%	2244
2018 Q4	$1K	Buy	+128	New	+$1.36K	﹤0.01%	2373
2018 Q3	–	Sell	-23	Closed	–	–	2561
2018 Q2	$0	Buy	+23	New	+$320	﹤0.01%	2631
2018 Q1	–	Sell	-16	Closed	–	–	2689
2017 Q4	$0	Buy	+16	New	+$260	﹤0.01%	2600
2017 Q3	–	Sell	-18	Closed	–	–	2530
2017 Q2	$0	Hold	18	–	–	﹤0.01%	2313
2017 Q1	$0	Buy	+18	New	+$267	﹤0.01%	2051
2016 Q4	–	Sell	-715	Closed	-$9K	–	1875
2016 Q3	$9K	Buy	715 +137	+24%	+$1.65K	﹤0.01%	1278
2016 Q2	$6K	Hold	578	–	–	﹤0.01%	1319
2016 Q1	$7K	Hold	578	–	–	﹤0.01%	1273
2015 Q4	$9K	Buy	+578	New	+$10.3K	﹤0.01%	1233

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

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

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

PPA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s LFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of China Life Insurance Company Ltd. (LFC) in Q2 2019, closing a stake of 128 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in LFC in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q3 2016. 98 funds tracked by Wall St. Rank hold LFC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining China Life Insurance Company Ltd. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 128 China Life Insurance Company Ltd. shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in China Life Insurance Company Ltd. in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s China Life Insurance Company Ltd. position peaked at $9K in Q3 2016.
98 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.