Marathon Capital Management’s Lincoln National LNC Stock Holding History

Marathon 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
2016 Q4	–	Sell	-4,651	Closed	-$219K	–	93
2016 Q3	$219K	Sell	4,651 -11,825	-72%	-$529K	0.11%	72
2016 Q2	$639K	Buy	16,476 +1,325	+9%	+$56.2K	0.33%	40
2016 Q1	$594K	Buy	+15,151	New	+$592K	0.31%	41

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

Marathon Capital Management's LNC Position: Q4 2016 in Review

Marathon Capital Management sold out of Lincoln National (LNC) in Q4 2016, closing a stake of 4,651 shares — an estimated $219K sold.

Marathon Capital Management first reported a position in LNC in Q1 2016 and held it in 3 quarters. The position peaked at $639K in Q2 2016. 629 funds tracked by Wall St. Rank hold LNC as of Q4 2016.

Marathon Capital Management reported no remaining Lincoln National position as of Q4 2016 after selling out during the quarter.
Marathon Capital Management sold 4,651 Lincoln National shares in Q4 2016, an estimated $219K.
Marathon Capital Management first reported a position in Lincoln National in Q1 2016 and held it in 3 quarters.
Marathon Capital Management's Lincoln National position peaked at $639K in Q2 2016.
629 funds tracked by Wall St. Rank held Lincoln National as of Q4 2016.

Based on Marathon Capital Management's 13F filing for Q4 2016, filed 7 Feb 2017.