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Signature Estate & Investment Advisors’s Lincoln National LNC Stock Holding History

Signature Estate & Investment Advisors’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
-4,549
Closed -$229K – 128
2015
Q4 		$229K Sell
4,549
-2,511
-36% -$131K 0.04% 98
2015
Q3 		$335K Sell
7,060
-175,265
-96% -$9.4M 0.07% 80
2015
Q2 		$10.8M Buy
182,325
+20,837
+13% +$1.22M 2.41% 16
2015
Q1 		$9.28M Buy
+161,488
New +$9.02M 2.45% 17

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 $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $131B AUM 28.36% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Signature Estate & Investment Advisors's LNC Position: Q1 2016 in Review

Signature Estate & Investment Advisors sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 4,549 shares — an estimated $229K sold.

Signature Estate & Investment Advisors first reported a position in LNC in Q1 2015 and held it in 4 quarters. The position peaked at $10.8M in Q2 2015. 556 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

  • Signature Estate & Investment Advisors reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,549 Lincoln National shares in Q1 2016, an estimated $229K.
  • Signature Estate & Investment Advisors first reported a position in Lincoln National in Q1 2015 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's Lincoln National position peaked at $10.8M in Q2 2015.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2016, filed 15 Apr 2016.