SHJ
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Sharkey, Howes & Javer’s Lincoln National LNC Stock Holding History

Sharkey, Howes & Javer’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
2016
Q1 		– Sell
-625
Closed -$31K – 267
2015
Q4 		$31K Buy
+625
New +$32.7K 0.02% 138

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sharkey, Howes & Javer's LNC Position: Q1 2016 in Review

Sharkey, Howes & Javer sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 625 shares — an estimated $31K sold.

Sharkey, Howes & Javer first reported a position in LNC in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 556 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

  • Sharkey, Howes & Javer reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 625 Lincoln National shares in Q1 2016, an estimated $31K.
  • Sharkey, Howes & Javer first reported a position in Lincoln National in Q4 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Lincoln National position peaked at $31K in Q4 2015.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2016, filed 22 Apr 2016.