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Trevor, Stewart, Burton & Jacobsen’s Lincoln National LNC Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
2013
Q3 		– Sell
-6,100
Closed -$222K – 61
2013
Q2 		$222K Buy
+6,100
New +$208K 0.12% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Trevor, Stewart, Burton & Jacobsen's LNC Position: Q3 2013 in Review

Trevor, Stewart, Burton & Jacobsen sold out of Lincoln National (LNC) in Q3 2013, closing a stake of 6,100 shares — an estimated $222K sold.

Trevor, Stewart, Burton & Jacobsen first reported a position in LNC in Q2 2013 and held it in 1 quarter. The position peaked at $222K in Q2 2013. 519 funds tracked by Wall St. Rank hold LNC as of Q3 2013.

  • Trevor, Stewart, Burton & Jacobsen reported no remaining Lincoln National position as of Q3 2013 after selling out during the quarter.
  • Trevor, Stewart, Burton & Jacobsen sold 6,100 Lincoln National shares in Q3 2013, an estimated $222K.
  • Trevor, Stewart, Burton & Jacobsen first reported a position in Lincoln National in Q2 2013 and held it in 1 quarter.
  • Trevor, Stewart, Burton & Jacobsen's Lincoln National position peaked at $222K in Q2 2013.
  • 519 funds tracked by Wall St. Rank held Lincoln National as of Q3 2013.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q3 2013, filed 5 Nov 2013.