Montecito Bank & Trust’s Lincoln National LNC Stock Holding History

Montecito Bank & Trust’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 Q1	–	Sell	-258	Closed	-$17K	–	287
2016 Q4	$17K	Buy	+258	New	+$15K	0.01%	340

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Montecito Bank & Trust's LNC Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 258 shares — an estimated $17K sold.

Montecito Bank & Trust first reported a position in LNC in Q4 2016 and held it in 1 quarter. The position peaked at $17K in Q4 2016. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

Montecito Bank & Trust reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
Montecito Bank & Trust sold 258 Lincoln National shares in Q1 2017, an estimated $17K.
Montecito Bank & Trust first reported a position in Lincoln National in Q4 2016 and held it in 1 quarter.
Montecito Bank & Trust's Lincoln National position peaked at $17K in Q4 2016.
637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.