Lincoln National Corp’s Westpac Banking Corporation WBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-58,714	Closed	-$1.76M	–	194
2015 Q1	$1.76M	Buy	58,714 +3,976	+7%	+$114K	0.14%	51
2014 Q4	$1.47M	Buy	54,738 +9,615	+21%	+$272K	0.13%	56
2014 Q3	$1.27M	Buy	45,123 +3,994	+10%	+$126K	0.12%	59
2014 Q2	$1.32M	Buy	41,129 +2,871	+8%	+$92.7K	0.14%	52
2014 Q1	$1.23M	Buy	38,258 +2,830	+8%	+$83K	0.17%	46
2013 Q4	$1.03M	Buy	+35,428	New	+$1.08M	0.15%	49

Other funds holding WBK

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Lincoln National Corp's WBK Position: Q2 2015 in Review

Lincoln National Corp sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 58,714 shares — an estimated $1.76M sold.

Lincoln National Corp first reported a position in WBK in Q4 2013 and held it in 6 quarters. The position peaked at $1.76M in Q1 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

Lincoln National Corp reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
Lincoln National Corp sold 58,714 Westpac Banking Corporation shares in Q2 2015, an estimated $1.76M.
Lincoln National Corp first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 6 quarters.
Lincoln National Corp's Westpac Banking Corporation position peaked at $1.76M in Q1 2015.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Lincoln National Corp's 13F filing for Q2 2015, filed 12 Aug 2015.