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BRC Investment Management’s Lincoln National LNC Stock Holding History

BRC Investment Management’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
-351,649
Closed -$20.2M – 135
2015
Q1 		$20.2M Sell
351,649
-32,368
-8% -$1.81M 2.8% 16
2014
Q4 		$22.1M Buy
384,017
+22,424
+6% +$1.22M 3.01% 6
2014
Q3 		$19.4M Sell
361,593
-10,114
-3% -$538K 2.95% 7
2014
Q2 		$19.1M Buy
371,707
+13,656
+4% +$675K 2.75% 13
2014
Q1 		$18.1M Sell
358,051
-2,929
-0.8% -$147K 2.85% 8
2013
Q4 		$18.6M Buy
360,980
+350,832
+3,457% +$16.8M 3.04% 2
2013
Q3 		$426K Buy
+10,148
New +$428K 0.06% 122

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

BRC Investment Management's LNC Position: Q2 2015 in Review

BRC Investment Management sold out of Lincoln National (LNC) in Q2 2015, closing a stake of 351,649 shares — an estimated $20.2M sold.

BRC Investment Management first reported a position in LNC in Q3 2013 and held it in 7 quarters. The position peaked at $22.1M in Q4 2014. 588 funds tracked by Wall St. Rank hold LNC as of Q2 2015.

  • BRC Investment Management reported no remaining Lincoln National position as of Q2 2015 after selling out during the quarter.
  • BRC Investment Management sold 351,649 Lincoln National shares in Q2 2015, an estimated $20.2M.
  • BRC Investment Management first reported a position in Lincoln National in Q3 2013 and held it in 7 quarters.
  • BRC Investment Management's Lincoln National position peaked at $22.1M in Q4 2014.
  • 588 funds tracked by Wall St. Rank held Lincoln National as of Q2 2015.

Based on BRC Investment Management's 13F filing for Q2 2015, filed 4 Aug 2015.