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Guardian Investor Services’s Lincoln National LNC Stock Holding History

Guardian Investor Services’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 		$102K Sell
1,771
-31
-2% -$1.73K 0.08% 290
2014
Q4 		$104K Sell
1,802
-50
-3% -$2.72K 0.08% 283
2014
Q3 		$99K Sell
1,852
-110
-6% -$5.85K 0.08% 287
2014
Q2 		$101K Sell
1,962
-61
-3% -$3.01K 0.08% 307
2014
Q1 		$103K Sell
2,023
-97
-5% -$4.88K 0.08% 303
2013
Q4 		$109K Sell
2,120
-31
-1% -$1.49K 0.08% 294
2013
Q3 		$90K Sell
2,151
-55
-2% -$2.32K 0.08% 313
2013
Q2 		$80K Buy
+2,206
New +$75.2K 0.07% 328

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Investor Services's LNC Position: Q1 2015 in Review

Guardian Investor Services reduced its Lincoln National (LNC) stake by 1.7% in Q1 2015, selling an estimated $1.73K and leaving 1,771 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #290.

Guardian Investor Services first reported a position in LNC in Q2 2013 and has held it in 8 quarters since. The position peaked at $109K in Q4 2013. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Guardian Investor Services held 1,771 shares of Lincoln National worth $102K as of Q1 2015.
  • Guardian Investor Services sold 31 Lincoln National shares in Q1 2015, an estimated $1.73K.
  • Lincoln National made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #290 holding.
  • Guardian Investor Services first reported a position in Lincoln National in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Lincoln National position peaked at $109K in Q4 2013.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.