Old Mutual Customised Solutions’s Lincoln National LNC Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1M	Hold	16,145	–	–	0.1%	245
2018 Q1	$1.18M	Hold	16,145	–	–	0.12%	211
2017 Q4	$1.24M	Buy	16,145 +4,600	+40%	+$348K	0.13%	200
2017 Q3	$848K	Hold	11,545	–	–	0.12%	218
2017 Q2	$780K	Buy	11,545 +8,600	+292%	+$569K	0.12%	218
2017 Q1	$193K	Sell	2,945 -3,855	-57%	-$264K	0.03%	527
2016 Q4	$451K	Buy	6,800 +1,900	+39%	+$111K	0.08%	290
2016 Q3	$230K	Sell	4,900 -4,100	-46%	-$184K	0.07%	351
2016 Q2	$349K	Hold	9,000	–	–	0.09%	280
2016 Q1	$353K	Buy	9,000 +6,200	+221%	+$242K	0.09%	278
2015 Q4	$141K	Hold	2,800	–	–	0.04%	505
2015 Q3	$133K	Sell	2,800 -4,100	-59%	-$220K	0.04%	533
2015 Q2	$409K	Hold	6,900	–	–	0.1%	261
2015 Q1	$396K	Hold	6,900	–	–	0.1%	256
2014 Q4	$398K	Sell	6,900 -300	-4%	-$16.3K	0.11%	236
2014 Q3	$386K	Sell	7,200 -700	-9%	-$37.2K	0.11%	207
2014 Q2	$406K	Hold	7,900	–	–	0.1%	245
2014 Q1	$400K	Hold	7,900	–	–	0.1%	224
2013 Q4	$408K	Hold	7,900	–	–	0.11%	212
2013 Q3	$332K	Hold	7,900	–	–	0.09%	248
2013 Q2	$288K	Buy	+7,900	New	+$269K	0.08%	249

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Old Mutual Customised Solutions's LNC Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Lincoln National (LNC) position steady in Q2 2018 at 16,145 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #245.

Old Mutual Customised Solutions first reported a position in LNC in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.24M in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

Old Mutual Customised Solutions held 16,145 shares of Lincoln National worth $1M as of Q2 2018.
Old Mutual Customised Solutions left its Lincoln National share count unchanged in Q2 2018.
Lincoln National made up 0.1% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #245 holding.
Old Mutual Customised Solutions first reported a position in Lincoln National in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Lincoln National position peaked at $1.24M in Q4 2017.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.