DIA
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Dana Investment Advisors’s Lincoln National LNC Stock Holding History

Dana Investment Advisors’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
Q1 		– Sell
-236
Closed -$236 – 288
2015
Q4 		$236 Sell
236
-7,779
-97% -$407K 0.01% 265
2015
Q3 		$380K Sell
8,015
-543,819
-99% -$29.2M 0.02% 229
2015
Q2 		$32.7M Sell
551,834
-81,175
-13% -$4.75M 1.53% 18
2015
Q1 		$36.4M Sell
633,009
-108,464
-15% -$6.06M 1.77% 9
2014
Q4 		$42.8M Buy
741,473
+167,862
+29% +$9.14M 1.73% 9
2014
Q3 		$30.7M Buy
573,611
+14,468
+3% +$769K 1.78% 5
2014
Q2 		$28.8M Buy
559,143
+17,897
+3% +$884K 1.68% 9
2014
Q1 		$27.4M Buy
541,246
+13,083
+2% +$658K 1.72% 5
2013
Q4 		$27.3M Sell
528,163
-6,845
-1% -$328K 1.75% 6
2013
Q3 		$22.5M Buy
+535,008
New +$22.6M 1.61% 12

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return