Palladiem’s Lincoln National LNC Stock Holding History

Palladiem’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
2015 Q2	–	Sell	-600	Closed	-$34K	–	260
2015 Q1	$34K	Hold	600	–	–	0.03%	78
2014 Q4	$35K	Buy	+600	New	+$32.7K	0.03%	77

Other funds holding LNC

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Palladiem's LNC Position: Q2 2015 in Review

Palladiem sold out of Lincoln National (LNC) in Q2 2015, closing a stake of 600 shares — an estimated $34K sold.

Palladiem first reported a position in LNC in Q4 2014 and held it in 2 quarters. The position peaked at $35K in Q4 2014. 588 funds tracked by Wall St. Rank hold LNC as of Q2 2015.

Palladiem reported no remaining Lincoln National position as of Q2 2015 after selling out during the quarter.
Palladiem sold 600 Lincoln National shares in Q2 2015, an estimated $34K.
Palladiem first reported a position in Lincoln National in Q4 2014 and held it in 2 quarters.
Palladiem's Lincoln National position peaked at $35K in Q4 2014.
588 funds tracked by Wall St. Rank held Lincoln National as of Q2 2015.

Based on Palladiem's 13F filing for Q2 2015, filed 21 Jul 2015.