Partnervest Advisory Services’s Lincoln National LNC Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-103	Closed	-$5K	–	518
2014 Q2	$5K	Hold	103	–	–	﹤0.01%	829
2014 Q1	$5K	Buy	103 +1	+1%	+$50	﹤0.01%	800
2013 Q4	$5K	Sell	102 -676	-87%	-$32.4K	﹤0.01%	771
2013 Q3	$33K	Buy	778 +676	+663%	+$28.5K	0.02%	347
2013 Q2	$4K	Buy	+102	New	+$3.48K	﹤0.01%	776

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

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

BIT

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Partnervest Advisory Services's LNC Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Lincoln National (LNC) in Q3 2014, closing a stake of 103 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in LNC in Q2 2013 and held it in 5 quarters. The position peaked at $33K in Q3 2013. 558 funds tracked by Wall St. Rank hold LNC as of Q3 2014.

Partnervest Advisory Services reported no remaining Lincoln National position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 103 Lincoln National shares in Q3 2014, an estimated $5K.
Partnervest Advisory Services first reported a position in Lincoln National in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Lincoln National position peaked at $33K in Q3 2013.
558 funds tracked by Wall St. Rank held Lincoln National as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.