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CCM Investment Advisers’s Lincoln National LNC Stock Holding History

CCM Investment Advisers’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
2016
Q2 		– Sell
-8,200
Closed -$321K – 118
2016
Q1 		$321K Sell
8,200
-129,367
-94% -$5.05M 0.03% 82
2015
Q4 		$6.91M Sell
137,567
-40,871
-23% -$2.14M 0.65% 49
2015
Q3 		$8.47M Sell
178,438
-127,197
-42% -$6.82M 0.84% 51
2015
Q2 		$18.1M Buy
305,635
+10,175
+3% +$596K 1.67% 34
2015
Q1 		$17M Buy
295,460
+14,974
+5% +$836K 1.66% 33
2014
Q4 		$16.2M Buy
280,486
+22,829
+9% +$1.24M 1.47% 41
2014
Q3 		$13.8M Buy
257,657
+66,396
+35% +$3.53M 1.23% 44
2014
Q2 		$9.84M Buy
191,261
+90,106
+89% +$4.45M 0.9% 49
2014
Q1 		$5.13M Buy
+101,155
New +$5.08M 0.51% 53

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

CCM Investment Advisers's LNC Position: Q2 2016 in Review

CCM Investment Advisers sold out of Lincoln National (LNC) in Q2 2016, closing a stake of 8,200 shares — an estimated $321K sold.

CCM Investment Advisers first reported a position in LNC in Q1 2014 and held it in 9 quarters. The position peaked at $18.1M in Q2 2015. 560 funds tracked by Wall St. Rank hold LNC as of Q2 2016.

  • CCM Investment Advisers reported no remaining Lincoln National position as of Q2 2016 after selling out during the quarter.
  • CCM Investment Advisers sold 8,200 Lincoln National shares in Q2 2016, an estimated $321K.
  • CCM Investment Advisers first reported a position in Lincoln National in Q1 2014 and held it in 9 quarters.
  • CCM Investment Advisers's Lincoln National position peaked at $18.1M in Q2 2015.
  • 560 funds tracked by Wall St. Rank held Lincoln National as of Q2 2016.

Based on CCM Investment Advisers's 13F filing for Q2 2016, filed 15 Aug 2016.