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Guardian Capital (Canada)’s Lincoln National LNC Stock Holding History

Guardian Capital (Canada)’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
Q1 		– Sell
-8,480
Closed -$489K – 229
2014
Q4 		$489K Sell
8,480
-2,043
-19% -$111K 0.01% 175
2014
Q3 		$564K Buy
+10,523
New +$560K 0.01% 164

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Capital (Canada)'s LNC Position: Q1 2015 in Review

Guardian Capital (Canada) sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 8,480 shares — an estimated $489K sold.

Guardian Capital (Canada) first reported a position in LNC in Q3 2014 and held it in 2 quarters. The position peaked at $564K in Q3 2014. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Guardian Capital (Canada) reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • Guardian Capital (Canada) sold 8,480 Lincoln National shares in Q1 2015, an estimated $489K.
  • Guardian Capital (Canada) first reported a position in Lincoln National in Q3 2014 and held it in 2 quarters.
  • Guardian Capital (Canada)'s Lincoln National position peaked at $564K in Q3 2014.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2015, filed 14 May 2015.