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

WFG 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
2015 Q1	–	Sell	-666	Closed	-$13K	–	2128
2014 Q4	$13K	Hold	666	–	–	﹤0.01%	1375
2014 Q3	$9K	Buy	666 +9	+1%	+$129	﹤0.01%	1533
2014 Q2	$9K	Hold	657	–	–	﹤0.01%	1528
2014 Q1	$9K	Hold	657	–	–	﹤0.01%	1495
2013 Q4	$10K	Hold	657	–	–	﹤0.01%	1589
2013 Q3	$9K	Buy	657 +6	+0.9%	+$75	﹤0.01%	1574
2013 Q2	$8K	Buy	+651	New	+$8.49K	﹤0.01%	1545

Other funds holding LFC

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's LFC Position: Q1 2015 in Review

WFG Advisors sold out of China Life Insurance Company Ltd. (LFC) in Q1 2015, closing a stake of 666 shares — an estimated $13K sold.

WFG Advisors first reported a position in LFC in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q4 2014. 109 funds tracked by Wall St. Rank hold LFC as of Q1 2015.

WFG Advisors reported no remaining China Life Insurance Company Ltd. position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 666 China Life Insurance Company Ltd. shares in Q1 2015, an estimated $13K.
WFG Advisors first reported a position in China Life Insurance Company Ltd. in Q2 2013 and held it in 7 quarters.
WFG Advisors's China Life Insurance Company Ltd. position peaked at $13K in Q4 2014.
109 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.