Index Management Solutions’s Lincoln National LNC Stock Holding History

Index Management Solutions’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 Q3	$29K	Buy	615 +24	+4%	+$1.29K	0.03%	331
2015 Q2	$35K	Buy	591 +443	+299%	+$25.9K	0.03%	359
2015 Q1	$9K	Sell	148 -467	-76%	-$26.1K	0.01%	603
2014 Q4	$35K	Sell	615 -104	-14%	-$5.66K	﹤0.01%	569
2014 Q3	$39K	Sell	719 -17,817	-96%	-$947K	﹤0.01%	912
2014 Q2	$953K	Sell	18,536 -72	-0.4%	-$3.56K	0.12%	160
2014 Q1	$943K	Buy	18,608 +17,337	+1,364%	+$871K	0.15%	152
2013 Q4	$66K	Sell	1,271 -1,859	-59%	-$89K	0.02%	375
2013 Q3	$131K	Buy	+3,130	New	+$132K	0.04%	170

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Index Management Solutions's LNC Position: Q3 2015 in Review

Index Management Solutions increased its Lincoln National (LNC) stake by 4.1% in Q3 2015, buying an estimated $1.29K and bringing the position to 615 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #331.

Index Management Solutions first reported a position in LNC in Q3 2013 and has held it in 9 quarters since. The position peaked at $953K in Q2 2014. 568 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

Index Management Solutions held 615 shares of Lincoln National worth $29K as of Q3 2015.
Index Management Solutions bought 24 Lincoln National shares in Q3 2015, an estimated $1.29K.
Lincoln National made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #331 holding.
Index Management Solutions first reported a position in Lincoln National in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Lincoln National position peaked at $953K in Q2 2014.
568 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.