BPBT
LNC icon

Boston Private Bank & Trust’s Lincoln National LNC Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-116
Closed -$7K – 1098
2014
Q4 		$7K Buy
+116
New +$6.31K ﹤0.01% 917

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Boston Private Bank & Trust's LNC Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 116 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in LNC in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 116 Lincoln National shares in Q1 2015, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in Lincoln National in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Lincoln National position peaked at $7K in Q4 2014.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.