Kanaly Trust’s Lincoln National LNC Stock Holding History

Kanaly Trust’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
2016 Q4	$29K	Sell	440 -2	-0.5%	-$116	0.01%	361
2016 Q3	$21K	Buy	442 +31	+8%	+$1.39K	﹤0.01%	414
2016 Q2	$16K	Buy	411 +124	+43%	+$5.26K	﹤0.01%	457
2016 Q1	$11K	Buy	287 +39	+16%	+$1.52K	﹤0.01%	534
2015 Q4	$12K	Sell	248 -84	-25%	-$4.4K	﹤0.01%	528
2015 Q3	$16K	Sell	332 -155	-32%	-$8.31K	﹤0.01%	485
2015 Q2	$29K	Buy	487 +175	+56%	+$10.2K	0.01%	396
2015 Q1	$18K	Buy	312 +135	+76%	+$7.54K	﹤0.01%	404
2014 Q4	$10K	Buy	177 +33	+23%	+$1.8K	﹤0.01%	465
2014 Q3	$8K	Hold	144	–	–	﹤0.01%	487
2014 Q2	$7K	Hold	144	–	–	﹤0.01%	511
2014 Q1	$7K	Buy	+144	New	+$7.24K	﹤0.01%	542

Other funds holding LNC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kanaly Trust's LNC Position: Q4 2016 in Review

Kanaly Trust reduced its Lincoln National (LNC) stake by 0.45% in Q4 2016, selling an estimated $116 and leaving 440 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #361.

Kanaly Trust first reported a position in LNC in Q1 2014 and has held it in 12 quarters since. 629 funds tracked by Wall St. Rank hold LNC as of Q4 2016.

Kanaly Trust held 440 shares of Lincoln National worth $29K as of Q4 2016.
Kanaly Trust sold 2 Lincoln National shares in Q4 2016, an estimated $116.
Lincoln National made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #361 holding.
Kanaly Trust first reported a position in Lincoln National in Q1 2014 and has held it in 12 quarters since.
629 funds tracked by Wall St. Rank held Lincoln National as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.