Northern Capital Management (Wisconsin)’s Lincoln National LNC Stock Holding History

Northern Capital Management (Wisconsin)’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 Q1	–	Sell	-10,025	Closed	-$517K	–	153
2013 Q4	$517K	Sell	10,025 -2,650	-21%	-$127K	0.27%	96
2013 Q3	$532K	Sell	12,675 -8,600	-40%	-$363K	0.31%	89
2013 Q2	$776K	Buy	+21,275	New	+$725K	0.48%	68

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Northern Capital Management (Wisconsin)'s LNC Position: Q1 2014 in Review

Northern Capital Management (Wisconsin) sold out of Lincoln National (LNC) in Q1 2014, closing a stake of 10,025 shares — an estimated $517K sold.

Northern Capital Management (Wisconsin) first reported a position in LNC in Q2 2013 and held it in 3 quarters. The position peaked at $776K in Q2 2013. 541 funds tracked by Wall St. Rank hold LNC as of Q1 2014.

Northern Capital Management (Wisconsin) reported no remaining Lincoln National position as of Q1 2014 after selling out during the quarter.
Northern Capital Management (Wisconsin) sold 10,025 Lincoln National shares in Q1 2014, an estimated $517K.
Northern Capital Management (Wisconsin) first reported a position in Lincoln National in Q2 2013 and held it in 3 quarters.
Northern Capital Management (Wisconsin)'s Lincoln National position peaked at $776K in Q2 2013.
541 funds tracked by Wall St. Rank held Lincoln National as of Q1 2014.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q1 2014, filed 7 May 2014.