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Placemark Investments’s Lincoln National LNC Stock Holding History

Placemark Investments’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
Q4 		$6.7M Sell
116,247
-1,174
-1% -$63.9K 0.12% 217
2014
Q3 		$6.29M Buy
117,421
+4,007
+4% +$213K 0.12% 221
2014
Q2 		$5.83M Sell
113,414
-11,327
-9% -$560K 0.1% 239
2014
Q1 		$6.32M Buy
124,741
+17,975
+17% +$903K 0.12% 186
2013
Q4 		$5.51M Buy
106,766
+11,835
+12% +$567K 0.09% 258
2013
Q3 		$3.98M Buy
94,931
+14,343
+18% +$605K 0.08% 314
2013
Q2 		$2.94M Buy
+80,588
New +$2.75M 0.06% 367

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Placemark Investments's LNC Position: Q4 2014 in Review

Placemark Investments reduced its Lincoln National (LNC) stake by 1% in Q4 2014, selling an estimated $63.9K and leaving 116,247 shares worth $6.7M. The position accounts for 0.12% of the portfolio, ranked #217.

Placemark Investments first reported a position in LNC in Q2 2013 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Placemark Investments held 116,247 shares of Lincoln National worth $6.7M as of Q4 2014.
  • Placemark Investments sold 1,174 Lincoln National shares in Q4 2014, an estimated $63.9K.
  • Lincoln National made up 0.12% of Placemark Investments's portfolio in Q4 2014, its #217 holding.
  • Placemark Investments first reported a position in Lincoln National in Q2 2013 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.