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Kiwi Wealth Investments Limited Partnership’s Lincoln National LNC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2017
Q2 		– Sell
-39,700
Closed -$2.6M – 164
2017
Q1 		$2.6M Sell
39,700
-209
-0.5% -$14.3K 0.21% 100
2016
Q4 		$2.65M Buy
+39,909
New +$2.32M 0.23% 80

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's LNC Position: Q2 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 39,700 shares — an estimated $2.6M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in LNC in Q4 2016 and held it in 2 quarters. The position peaked at $2.65M in Q4 2016. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 39,700 Lincoln National shares in Q2 2017, an estimated $2.6M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Lincoln National in Q4 2016 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Lincoln National position peaked at $2.65M in Q4 2016.
  • 646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2017, filed 10 Aug 2017.