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U.S. Global Investors (USGI)’s Lincoln National LNC Stock Holding History

U.S. Global Investors (USGI)’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
Q3 		– Sell
-8,000
Closed -$474K – 336
2015
Q2 		$474K Buy
+8,000
New +$468K 0.18% 129

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $757B AUM 28.64% 1-Year Est. Return

U.S. Global Investors (USGI)'s LNC Position: Q3 2015 in Review

U.S. Global Investors (USGI) sold out of Lincoln National (LNC) in Q3 2015, closing a stake of 8,000 shares — an estimated $474K sold.

U.S. Global Investors (USGI) first reported a position in LNC in Q2 2015 and held it in 1 quarter. The position peaked at $474K in Q2 2015. 567 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

  • U.S. Global Investors (USGI) reported no remaining Lincoln National position as of Q3 2015 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 8,000 Lincoln National shares in Q3 2015, an estimated $474K.
  • U.S. Global Investors (USGI) first reported a position in Lincoln National in Q2 2015 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Lincoln National position peaked at $474K in Q2 2015.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2015, filed 13 Nov 2015.