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Community Financial Services Group’s Lincoln National LNC Stock Holding History

Community Financial Services 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
2015
Q1 		– Sell
-200
Closed -$12K – 341
2014
Q4 		$12K Buy
+200
New +$10.9K 0.01% 221

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 $3.38T AUM 44.17% 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

Community Financial Services Group's LNC Position: Q1 2015 in Review

Community Financial Services Group sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 200 shares — an estimated $12K sold.

Community Financial Services Group first reported a position in LNC in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Community Financial Services Group reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • Community Financial Services Group sold 200 Lincoln National shares in Q1 2015, an estimated $12K.
  • Community Financial Services Group first reported a position in Lincoln National in Q4 2014 and held it in 1 quarter.
  • Community Financial Services Group's Lincoln National position peaked at $12K in Q4 2014.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Community Financial Services Group's 13F filing for Q1 2015, filed 1 May 2015.