Morgan Stanley
LNC.WS

Morgan Stanley’s Lincoln National Corporation LNC.WS Stock Holding History

Morgan Stanley’s Portfolio LNC.WS Stock Details LNC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-715
Closed -$30K – 6661
2014
Q1 		$30K Hold
715
– – ﹤0.01% 5859
2013
Q4 		$30K Buy
+715
New +$27.6K ﹤0.01% 5782

Other funds holding LNC.WS

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Morgan Stanley's LNC.WS Position: Q2 2014 in Review

Morgan Stanley sold out of Lincoln National Corporation (LNC.WS) in Q2 2014, closing a stake of 715 shares — an estimated $30K sold.

Morgan Stanley first reported a position in LNC.WS in Q4 2013 and held it in 2 quarters. The position peaked at $30K in Q1 2014. 7 funds tracked by Wall St. Rank hold LNC.WS as of Q2 2014.

  • Morgan Stanley reported no remaining Lincoln National Corporation position as of Q2 2014 after selling out during the quarter.
  • Morgan Stanley sold 715 Lincoln National Corporation shares in Q2 2014, an estimated $30K.
  • Morgan Stanley first reported a position in Lincoln National Corporation in Q4 2013 and held it in 2 quarters.
  • Morgan Stanley's Lincoln National Corporation position peaked at $30K in Q1 2014.
  • 7 funds tracked by Wall St. Rank held Lincoln National Corporation as of Q2 2014.

Based on Morgan Stanley's 13F filing for Q2 2014, filed 12 Aug 2014.