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Reliance Trust’s Lincoln National LNC Stock Holding History

Reliance Trust’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
Q1 		– Sell
-5,485
Closed -$316K – 71
2014
Q4 		$316K Buy
5,485
+56
+1% +$3.05K 0.37% 85
2014
Q3 		$291K Sell
5,429
-42
-0.8% -$2.23K 0.34% 89
2014
Q2 		$281K Sell
5,471
-130
-2% -$6.42K 0.32% 95
2014
Q1 		$284K Sell
5,601
-39
-0.7% -$1.96K 0.28% 107
2013
Q4 		$291K Sell
5,640
-192
-3% -$9.2K 0.28% 95
2013
Q3 		$244K Sell
5,832
-335
-5% -$14.1K 0.24% 122
2013
Q2 		$225K Buy
+6,167
New +$210K 0.15% 136

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return