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Edmond de Rothschild (Suisse)’s Lincoln National LNC Stock Holding History

Edmond de Rothschild (Suisse)’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
Q4 		– Sell
-248
Closed -$12K – 421
2015
Q3 		$12K Hold
248
– – ﹤0.01% 387
2015
Q2 		$15K Buy
+248
New +$14.5K ﹤0.01% 367

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s LNC Position: Q4 2015 in Review

Edmond de Rothschild (Suisse) sold out of Lincoln National (LNC) in Q4 2015, closing a stake of 248 shares — an estimated $12K sold.

Edmond de Rothschild (Suisse) first reported a position in LNC in Q2 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2015.

  • Edmond de Rothschild (Suisse) reported no remaining Lincoln National position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 248 Lincoln National shares in Q4 2015, an estimated $12K.
  • Edmond de Rothschild (Suisse) first reported a position in Lincoln National in Q2 2015 and held it in 2 quarters.
  • Edmond de Rothschild (Suisse)'s Lincoln National position peaked at $15K in Q2 2015.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2015.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q4 2015, filed 16 Feb 2016.