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BTC Capital Management’s Lincoln National LNC Stock Holding History

BTC Capital 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
Q1 		– Sell
-45,621
Closed -$2.63M – 159
2014
Q4 		$2.63M Sell
45,621
-1,136
-2% -$61.8K 0.65% 59
2014
Q3 		$2.5M Buy
+46,757
New +$2.49M 0.63% 67

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
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 $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BTC Capital Management's LNC Position: Q1 2015 in Review

BTC Capital Management sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 45,621 shares — an estimated $2.63M sold.

BTC Capital Management first reported a position in LNC in Q3 2014 and held it in 2 quarters. The position peaked at $2.63M in Q4 2014. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • BTC Capital Management reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • BTC Capital Management sold 45,621 Lincoln National shares in Q1 2015, an estimated $2.63M.
  • BTC Capital Management first reported a position in Lincoln National in Q3 2014 and held it in 2 quarters.
  • BTC Capital Management's Lincoln National position peaked at $2.63M in Q4 2014.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on BTC Capital Management's 13F filing for Q1 2015, filed 11 May 2015.