Advisory Research’s Lincoln National LNC Stock Holding History

Advisory Research’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,370	Closed	-$69K	–	521
2014 Q1	$69K	Buy	+1,370	New	+$68.9K	﹤0.01%	568

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's LNC Position: Q2 2014 in Review

Advisory Research sold out of Lincoln National (LNC) in Q2 2014, closing a stake of 1,370 shares — an estimated $69K sold.

Advisory Research first reported a position in LNC in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 543 funds tracked by Wall St. Rank hold LNC as of Q2 2014.

Advisory Research reported no remaining Lincoln National position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,370 Lincoln National shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in Lincoln National in Q1 2014 and held it in 1 quarter.
Advisory Research's Lincoln National position peaked at $69K in Q1 2014.
543 funds tracked by Wall St. Rank held Lincoln National as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.