AP
LNC icon

Atwood & Palmer’s Lincoln National LNC Stock Holding History

Atwood & Palmer’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
2015
Q2 		– Sell
-178
Closed -$10K – 378
2015
Q1 		$10K Hold
178
– – ﹤0.01% 271
2014
Q4 		$11K Hold
178
– – ﹤0.01% 287
2014
Q3 		$10K Buy
+178
New +$9.46K ﹤0.01% 303

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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Atwood & Palmer's LNC Position: Q2 2015 in Review

Atwood & Palmer sold out of Lincoln National (LNC) in Q2 2015, closing a stake of 178 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in LNC in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 588 funds tracked by Wall St. Rank hold LNC as of Q2 2015.

  • Atwood & Palmer reported no remaining Lincoln National position as of Q2 2015 after selling out during the quarter.
  • Atwood & Palmer sold 178 Lincoln National shares in Q2 2015, an estimated $10K.
  • Atwood & Palmer first reported a position in Lincoln National in Q3 2014 and held it in 3 quarters.
  • Atwood & Palmer's Lincoln National position peaked at $11K in Q4 2014.
  • 588 funds tracked by Wall St. Rank held Lincoln National as of Q2 2015.

Based on Atwood & Palmer's 13F filing for Q2 2015, filed 31 Jul 2015.