RFA
LNC.WS

Reilly Financial Advisors’s Lincoln National Corporation LNC.WS Stock Holding History

Reilly Financial Advisors’s Portfolio LNC.WS Stock Details LNC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$10K – 1388
2014
Q4 		$10K Hold
200
– – ﹤0.01% 516
2014
Q3 		$9K Hold
200
– – ﹤0.01% 549
2014
Q2 		$9K Buy
+200
New +$8.06K ﹤0.01% 579

Other funds holding LNC.WS

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's LNC.WS Position: Q1 2015 in Review

Reilly Financial Advisors sold out of Lincoln National Corporation (LNC.WS) in Q1 2015, closing a stake of 200 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in LNC.WS in Q2 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2014. 7 funds tracked by Wall St. Rank hold LNC.WS as of Q1 2015.

  • Reilly Financial Advisors reported no remaining Lincoln National Corporation position as of Q1 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Lincoln National Corporation shares in Q1 2015, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Lincoln National Corporation in Q2 2014 and held it in 3 quarters.
  • Reilly Financial Advisors's Lincoln National Corporation position peaked at $10K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Lincoln National Corporation as of Q1 2015.

Based on Reilly Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.