MUMSS
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Mitsubishi UFJ Morgan Stanley Securities’s Lincoln National LNC Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q4 		$25K Hold
430
– – 0.05% 107
2014
Q3 		$23K Buy
430
+130
+43% +$6.91K 0.07% 127
2014
Q2 		$15K Buy
300
+70
+30% +$3.46K 0.04% 147
2014
Q1 		$12K Buy
+230
New +$11.6K 0.03% 183

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's LNC Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities held its Lincoln National (LNC) position steady in Q4 2014 at 430 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #107.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in LNC in Q1 2014 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities held 430 shares of Lincoln National worth $25K as of Q4 2014.
  • Mitsubishi UFJ Morgan Stanley Securities left its Lincoln National share count unchanged in Q4 2014.
  • Lincoln National made up 0.05% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #107 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Lincoln National in Q1 2014 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.