Tradewinds Capital Management’s Lincoln National LNC Stock Holding History

Tradewinds 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
2016 Q1	–	Sell	-45	Closed	-$2K	–	664
2015 Q4	$2K	Hold	45	–	–	﹤0.01%	543
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	541
2015 Q2	$3K	Hold	45	–	–	﹤0.01%	536
2015 Q1	$3K	Hold	45	–	–	﹤0.01%	495
2014 Q4	$3K	Hold	45	–	–	﹤0.01%	506
2014 Q3	$2K	Hold	45	–	–	﹤0.01%	529
2014 Q2	$2K	Hold	45	–	–	﹤0.01%	548
2014 Q1	$2K	Sell	45 -50	-53%	-$2.51K	﹤0.01%	557
2013 Q4	$5K	Buy	+95	New	+$4.55K	﹤0.01%	444

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

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

Tradewinds Capital Management's LNC Position: Q1 2016 in Review

Tradewinds Capital Management sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 45 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in LNC in Q4 2013 and held it in 9 quarters. The position peaked at $5K in Q4 2013. 556 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

Tradewinds Capital Management reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
Tradewinds Capital Management sold 45 Lincoln National shares in Q1 2016, an estimated $2K.
Tradewinds Capital Management first reported a position in Lincoln National in Q4 2013 and held it in 9 quarters.
Tradewinds Capital Management's Lincoln National position peaked at $5K in Q4 2013.
556 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Tradewinds Capital Management's 13F filing for Q1 2016, filed 4 May 2016.