Lincoln National Corp’s SELECT INCOME REIT SIR Stock Holding History

Lincoln National Corp’s Portfolio SIR Stock Details SIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-26,313	Closed	-$267K	–	277
2016 Q1	$267K	Buy	26,313 +319	+1%	+$2.83K	0.02%	207
2015 Q4	$220K	Sell	25,994 -4,284	-14%	-$37.7K	0.02%	180
2015 Q3	$257K	Buy	30,278 +1,215	+4%	+$10.5K	0.02%	145
2015 Q2	$279K	Sell	29,063 -7,157	-20%	-$73.2K	0.02%	144
2015 Q1	$397K	Buy	+36,220	New	+$399K	0.03%	122

Other funds holding SIR

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

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

BIT

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

BFA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lincoln National Corp's SIR Position: Q2 2016 in Review

Lincoln National Corp sold out of SELECT INCOME REIT (SIR) in Q2 2016, closing a stake of 26,313 shares — an estimated $267K sold.

Lincoln National Corp first reported a position in SIR in Q1 2015 and held it in 5 quarters. The position peaked at $397K in Q1 2015. 202 funds tracked by Wall St. Rank hold SIR as of Q2 2016.

Lincoln National Corp reported no remaining SELECT INCOME REIT position as of Q2 2016 after selling out during the quarter.
Lincoln National Corp sold 26,313 SELECT INCOME REIT shares in Q2 2016, an estimated $267K.
Lincoln National Corp first reported a position in SELECT INCOME REIT in Q1 2015 and held it in 5 quarters.
Lincoln National Corp's SELECT INCOME REIT position peaked at $397K in Q1 2015.
202 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q2 2016.

Based on Lincoln National Corp's 13F filing for Q2 2016, filed 5 Aug 2016.