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Haberer Registered Investment Advisor’s Lincoln National LNC Stock Holding History

Haberer Registered Investment Advisor’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 		$6K Hold
100
– – ﹤0.01% 259
2014
Q4 		$6K Hold
100
– – ﹤0.01% 262
2014
Q3 		$5K Hold
100
– – ﹤0.01% 325
2014
Q2 		$5K Hold
100
– – ﹤0.01% 330
2014
Q1 		$5K Hold
100
– – ﹤0.01% 315
2013
Q4 		$5K Hold
100
– – ﹤0.01% 320
2013
Q3 		$4K Hold
100
– – ﹤0.01% 354
2013
Q2 		$4K Buy
+100
New +$3.41K ﹤0.01% 401

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

Haberer Registered Investment Advisor's LNC Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Lincoln National (LNC) position steady in Q1 2015 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Haberer Registered Investment Advisor first reported a position in LNC in Q2 2013 and has held it in 8 quarters since. 588 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Haberer Registered Investment Advisor held 100 shares of Lincoln National worth $6K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Lincoln National share count unchanged in Q1 2015.
  • Lincoln National made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #259 holding.
  • Haberer Registered Investment Advisor first reported a position in Lincoln National in Q2 2013 and has held it in 8 quarters since.
  • 588 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.