ACI
LNC icon

Alpha Cubed Investments’s Lincoln National LNC Stock Holding History

Alpha Cubed Investments’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
2016
Q1 		– Sell
-27,432
Closed -$1.38M – 175
2015
Q4 		$1.38M Sell
27,432
-285
-1% -$14.9K 0.36% 64
2015
Q3 		$1.48M Sell
27,717
-1,168
-4% -$62.6K 0.39% 60
2015
Q2 		$1.71M Sell
28,885
-8,361
-22% -$490K 0.46% 62
2015
Q1 		$2.14M Buy
37,246
+3,963
+12% +$221K 0.67% 46
2014
Q4 		$1.92M Buy
33,283
+2,492
+8% +$136K 0.75% 47
2014
Q3 		$1.65M Buy
30,791
+1,787
+6% +$95K 0.78% 46
2014
Q2 		$1.49M Buy
29,004
+3,991
+16% +$197K 0.66% 53
2014
Q1 		$1.27M Sell
25,013
-727
-3% -$36.5K 0.66% 52
2013
Q4 		$1.33M Buy
+25,740
New +$1.23M 0.48% 78

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return