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Rockefeller Financial Services’s Lincoln National LNC Stock Holding History

Rockefeller Financial 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
2017
Q4 		$46K Hold
600
– – ﹤0.01% 419
2017
Q3 		$44K Hold
600
– – ﹤0.01% 426
2017
Q2 		$41K Hold
600
– – ﹤0.01% 390
2017
Q1 		$39K Buy
+600
New +$41K ﹤0.01% 410
2014
Q3 		– Sell
-76
Closed -$4K – 542
2014
Q2 		$4K Buy
+76
New +$3.76K ﹤0.01% 541

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rockefeller Financial Services's LNC Position: Q4 2017 in Review

Rockefeller Financial Services held its Lincoln National (LNC) position steady in Q4 2017 at 600 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Rockefeller Financial Services first reported a position in LNC in Q2 2014 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold LNC as of Q4 2017.

  • Rockefeller Financial Services held 600 shares of Lincoln National worth $46K as of Q4 2017.
  • Rockefeller Financial Services left its Lincoln National share count unchanged in Q4 2017.
  • Lincoln National made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #419 holding.
  • Rockefeller Financial Services first reported a position in Lincoln National in Q2 2014 and has held it in 5 quarters since.
  • 676 funds tracked by Wall St. Rank held Lincoln National as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.