DIA
LNC icon

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 -$236K – 288
2015
Q4 		$236K 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dana Investment Advisors's LNC Position: Q1 2016 in Review

Dana Investment Advisors sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 236 shares — an estimated $236K sold.

Dana Investment Advisors first reported a position in LNC in Q3 2013 and held it in 10 quarters. The position peaked at $42.8M in Q4 2014. 556 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

  • Dana Investment Advisors reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 236 Lincoln National shares in Q1 2016, an estimated $236K.
  • Dana Investment Advisors first reported a position in Lincoln National in Q3 2013 and held it in 10 quarters.
  • Dana Investment Advisors's Lincoln National position peaked at $42.8M in Q4 2014.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Dana Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.