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Robert N. Shapiro’s Lincoln National LNC Stock Holding History

Robert N. Shapiro’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 		$145K Sell
2,528
-2,492
-50% -$136K 0.03% 297
2014
Q3 		$269K Sell
5,020
-2,180
-30% -$116K 0.05% 248
2014
Q2 		$371K Sell
7,200
-385
-5% -$19K 0.07% 210
2014
Q1 		$384K Buy
7,585
+915
+14% +$46K 0.07% 200
2013
Q4 		$345K Buy
6,670
+1,400
+27% +$67.1K 0.06% 211
2013
Q3 		$221K Buy
5,270
+150
+3% +$6.33K 0.04% 255
2013
Q2 		$187K Buy
+5,120
New +$175K 0.04% 267

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

Robert N. Shapiro's LNC Position: Q4 2014 in Review

Robert N. Shapiro reduced its Lincoln National (LNC) stake by 50% in Q4 2014, selling an estimated $136K and leaving 2,528 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #297.

Robert N. Shapiro first reported a position in LNC in Q2 2013 and has held it in 7 quarters since. The position peaked at $384K in Q1 2014. 585 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Robert N. Shapiro held 2,528 shares of Lincoln National worth $145K as of Q4 2014.
  • Robert N. Shapiro sold 2,492 Lincoln National shares in Q4 2014, an estimated $136K.
  • Lincoln National made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #297 holding.
  • Robert N. Shapiro first reported a position in Lincoln National in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Lincoln National position peaked at $384K in Q1 2014.
  • 585 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.