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Bellwether Investment Group’s Lincoln National LNC Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-38
Closed -$3K – 881
2016
Q4 		$3K Buy
+38
New +$2.21K ﹤0.01% 864
2016
Q2 		$1K Buy
+38
New +$1.61K ﹤0.01% 616

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's LNC Position: Q1 2017 in Review

Bellwether Investment Group sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 38 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in LNC in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

  • Bellwether Investment Group reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 38 Lincoln National shares in Q1 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Lincoln National in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Lincoln National position peaked at $3K in Q4 2016.
  • 637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.