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Stux Capital Management’s Lincoln National LNC Stock Holding History

Stux Capital Management’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
Q2 		$895K Buy
17,400
+6,600
+61% +$326K 0.12% 220
2014
Q1 		$547K Sell
10,800
-900
-8% -$45.2K 0.07% 278
2013
Q4 		$604K Buy
11,700
+300
+3% +$14.4K 0.07% 259
2013
Q3 		$479K Buy
+11,400
New +$481K 0.06% 257

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $871B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stux Capital Management's LNC Position: Q2 2014 in Review

Stux Capital Management increased its Lincoln National (LNC) stake by 61% in Q2 2014, buying an estimated $326K and bringing the position to 17,400 shares worth $895K. The position accounts for 0.12% of the portfolio, ranked #220.

Stux Capital Management first reported a position in LNC in Q3 2013 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold LNC as of Q2 2014.

  • Stux Capital Management held 17,400 shares of Lincoln National worth $895K as of Q2 2014.
  • Stux Capital Management bought 6,600 Lincoln National shares in Q2 2014, an estimated $326K.
  • Lincoln National made up 0.12% of Stux Capital Management's portfolio in Q2 2014, its #220 holding.
  • Stux Capital Management first reported a position in Lincoln National in Q3 2013 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held Lincoln National as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.