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TDAM USA’s Lincoln National LNC Stock Holding History

TDAM USA’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
2015
Q4 		– Sell
-4,487
Closed -$213K – 389
2015
Q3 		$213K Sell
4,487
-1,760
-28% -$94.4K 0.01% 344
2015
Q2 		$370K Buy
+6,247
New +$366K 0.02% 321
2014
Q2 		– Sell
-9,462
Closed -$479K – 330
2014
Q1 		$479K Sell
9,462
-253
-3% -$12.7K 0.02% 242
2013
Q4 		$501K Buy
9,715
+2,175
+29% +$104K 0.02% 228
2013
Q3 		$317K Sell
7,540
-4,150
-36% -$175K 0.02% 234
2013
Q2 		$417K Buy
+11,690
New +$399K 0.02% 202

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TDAM USA's LNC Position: Q4 2015 in Review

TDAM USA sold out of Lincoln National (LNC) in Q4 2015, closing a stake of 4,487 shares — an estimated $213K sold.

TDAM USA first reported a position in LNC in Q2 2013 and held it in 6 quarters. The position peaked at $501K in Q4 2013. 576 funds tracked by Wall St. Rank hold LNC as of Q4 2015.

  • TDAM USA reported no remaining Lincoln National position as of Q4 2015 after selling out during the quarter.
  • TDAM USA sold 4,487 Lincoln National shares in Q4 2015, an estimated $213K.
  • TDAM USA first reported a position in Lincoln National in Q2 2013 and held it in 6 quarters.
  • TDAM USA's Lincoln National position peaked at $501K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held Lincoln National as of Q4 2015.

Based on TDAM USA's 13F filing for Q4 2015, filed 4 Feb 2016.