Karp Capital Management’s Lincoln National LNC Stock Holding History

Karp Capital Management’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 Q4	–	Sell	-1,200	Closed	-$57K	–	207
2015 Q3	$57K	Hold	1,200	–	–	0.04%	161
2015 Q2	$71K	Hold	1,200	–	–	0.05%	147
2015 Q1	$69K	Hold	1,200	–	–	0.05%	154
2014 Q4	$69K	Buy	+1,200	New	+$65.3K	0.05%	149

Other funds holding LNC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BIT

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

Neuberger Berman Group New York $150B AUM 40.08% 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

Karp Capital Management's LNC Position: Q4 2015 in Review

Karp Capital Management sold out of Lincoln National (LNC) in Q4 2015, closing a stake of 1,200 shares — an estimated $57K sold.

Karp Capital Management first reported a position in LNC in Q4 2014 and held it in 4 quarters. The position peaked at $71K in Q2 2015. 576 funds tracked by Wall St. Rank hold LNC as of Q4 2015.

Karp Capital Management reported no remaining Lincoln National position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 1,200 Lincoln National shares in Q4 2015, an estimated $57K.
Karp Capital Management first reported a position in Lincoln National in Q4 2014 and held it in 4 quarters.
Karp Capital Management's Lincoln National position peaked at $71K in Q2 2015.
576 funds tracked by Wall St. Rank held Lincoln National as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.