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Euclid Advisors’s Lincoln National LNC Stock Holding History

Euclid 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
Q3 		– Sell
-207,640
Closed -$8.05M – 274
2016
Q2 		$8.05M Sell
207,640
-16,360
-7% -$694K 0.35% 105
2016
Q1 		$8.78M Buy
224,000
+9,617
+4% +$376K 0.33% 112
2015
Q4 		$10.8M Buy
214,383
+19,383
+10% +$1.01M 0.33% 100
2015
Q3 		$9.26M Buy
195,000
+2,453
+1% +$132K 0.42% 80
2015
Q2 		$11.4M Sell
192,547
-1,453
-0.7% -$85.1K 0.23% 148
2015
Q1 		$11.1M Sell
194,000
-142,560
-42% -$7.96M 0.2% 116
2014
Q4 		$19.4M Buy
336,560
+3,186
+1% +$173K 0.18% 114
2014
Q3 		$17.9M Sell
333,374
-6,820
-2% -$363K 0.13% 156
2014
Q2 		$17.5M Sell
340,194
-29,420
-8% -$1.45M 0.12% 177
2014
Q1 		$18.7M Buy
369,614
+38,710
+12% +$1.95M 0.14% 144
2013
Q4 		$17.1M Sell
330,904
-37,330
-10% -$1.79M 0.14% 155
2013
Q3 		$15.5M Sell
368,234
-6,636
-2% -$280K 0.16% 146
2013
Q2 		$13.7M Buy
+374,870
New +$12.8M 0.17% 142

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Euclid Advisors's LNC Position: Q3 2016 in Review

Euclid Advisors sold out of Lincoln National (LNC) in Q3 2016, closing a stake of 207,640 shares — an estimated $8.05M sold.

Euclid Advisors first reported a position in LNC in Q2 2013 and held it in 13 quarters. The position peaked at $19.4M in Q4 2014. 567 funds tracked by Wall St. Rank hold LNC as of Q3 2016.

  • Euclid Advisors reported no remaining Lincoln National position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 207,640 Lincoln National shares in Q3 2016, an estimated $8.05M.
  • Euclid Advisors first reported a position in Lincoln National in Q2 2013 and held it in 13 quarters.
  • Euclid Advisors's Lincoln National position peaked at $19.4M in Q4 2014.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.