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Gofen & Glossberg’s Lincoln National LNC Stock Holding History

Gofen & Glossberg’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
-8,023
Closed -$381K – 458
2015
Q3 		$381K Hold
8,023
– – 0.02% 296
2015
Q2 		$475K Hold
8,023
– – 0.02% 281
2015
Q1 		$461K Hold
8,023
– – 0.02% 284
2014
Q4 		$463K Hold
8,023
– – 0.02% 281
2014
Q3 		$430K Hold
8,023
– – 0.02% 285
2014
Q2 		$413K Hold
8,023
– – 0.02% 297
2014
Q1 		$402K Hold
8,023
– – 0.02% 295
2013
Q4 		$414K Hold
8,023
– – 0.02% 281
2013
Q3 		$337K Hold
8,023
– – 0.02% 303
2013
Q2 		$293K Buy
+8,023
New +$274K 0.02% 312

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $860B AUM 41.15% 1-Year Est. Return

Gofen & Glossberg's LNC Position: Q4 2015 in Review

Gofen & Glossberg sold out of Lincoln National (LNC) in Q4 2015, closing a stake of 8,023 shares — an estimated $381K sold.

Gofen & Glossberg first reported a position in LNC in Q2 2013 and held it in 10 quarters. The position peaked at $475K in Q2 2015. 576 funds tracked by Wall St. Rank hold LNC as of Q4 2015.

  • Gofen & Glossberg reported no remaining Lincoln National position as of Q4 2015 after selling out during the quarter.
  • Gofen & Glossberg sold 8,023 Lincoln National shares in Q4 2015, an estimated $381K.
  • Gofen & Glossberg first reported a position in Lincoln National in Q2 2013 and held it in 10 quarters.
  • Gofen & Glossberg's Lincoln National position peaked at $475K in Q2 2015.
  • 576 funds tracked by Wall St. Rank held Lincoln National as of Q4 2015.

Based on Gofen & Glossberg's 13F filing for Q4 2015, filed 1 Feb 2016.