BFG
LNC icon

Beacon Financial Group’s Lincoln National LNC Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-8,234
Closed -$482K – 169
2015
Q2 		$482K Buy
8,234
+1,273
+18% +$74.5K 0.1% 112
2015
Q1 		$401K Buy
6,961
+1,777
+34% +$99.3K 0.09% 116
2014
Q4 		$304K Sell
5,184
-153
-3% -$8.33K 0.06% 141
2014
Q3 		$287K Buy
+5,337
New +$284K 0.06% 157

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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Group's LNC Position: Q3 2015 in Review

Beacon Financial Group sold out of Lincoln National (LNC) in Q3 2015, closing a stake of 8,234 shares — an estimated $482K sold.

Beacon Financial Group first reported a position in LNC in Q3 2014 and held it in 4 quarters. The position peaked at $482K in Q2 2015. 568 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

  • Beacon Financial Group reported no remaining Lincoln National position as of Q3 2015 after selling out during the quarter.
  • Beacon Financial Group sold 8,234 Lincoln National shares in Q3 2015, an estimated $482K.
  • Beacon Financial Group first reported a position in Lincoln National in Q3 2014 and held it in 4 quarters.
  • Beacon Financial Group's Lincoln National position peaked at $482K in Q2 2015.
  • 568 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on Beacon Financial Group's 13F filing for Q3 2015, filed 2 Oct 2015.