Cumberland Partners’s Lincoln National LNC Stock Holding History

Cumberland Partners’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 Q3	–	Sell	-5,600	Closed	-$217K	–	63
2016 Q2	$217K	Buy	+5,600	New	+$238K	0.03%	57

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cumberland Partners's LNC Position: Q3 2016 in Review

Cumberland Partners sold out of Lincoln National (LNC) in Q3 2016, closing a stake of 5,600 shares — an estimated $217K sold.

Cumberland Partners first reported a position in LNC in Q2 2016 and held it in 1 quarter. The position peaked at $217K in Q2 2016. 566 funds tracked by Wall St. Rank hold LNC as of Q3 2016.

Cumberland Partners reported no remaining Lincoln National position as of Q3 2016 after selling out during the quarter.
Cumberland Partners sold 5,600 Lincoln National shares in Q3 2016, an estimated $217K.
Cumberland Partners first reported a position in Lincoln National in Q2 2016 and held it in 1 quarter.
Cumberland Partners's Lincoln National position peaked at $217K in Q2 2016.
566 funds tracked by Wall St. Rank held Lincoln National as of Q3 2016.

Based on Cumberland Partners's 13F filing for Q3 2016, filed 14 Nov 2016.