U
LNC.WS

UBS’s Lincoln National Corporation LNC.WS Stock Holding History

UBS’s Portfolio LNC.WS Stock Details LNC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$23K Sell
506
-1,475
-74% -$65.6K ﹤0.01% 7843
2014
Q2 		$84K Buy
1,981
+280
+16% +$11.3K ﹤0.01% 6159
2014
Q1 		$71K Buy
1,701
+458
+37% +$18.8K ﹤0.01% 6402
2013
Q4 		$53K Buy
+1,243
New +$48K ﹤0.01% 6890
2013
Q3 		– Sell
-348
Closed -$9K – 10875
2013
Q2 		$9K Buy
+348
New +$8.62K ﹤0.01% 8770

Other funds holding LNC.WS

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

UBS's LNC.WS Position: Q3 2014 in Review

UBS reduced its Lincoln National Corporation (LNC.WS) stake by 74% in Q3 2014, selling an estimated $65.6K and leaving 506 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #7843.

UBS first reported a position in LNC.WS in Q2 2013 and has held it in 5 quarters since. The position peaked at $84K in Q2 2014. 7 funds tracked by Wall St. Rank hold LNC.WS as of Q3 2014.

  • UBS held 506 shares of Lincoln National Corporation worth $23K as of Q3 2014.
  • UBS sold 1,475 Lincoln National Corporation shares in Q3 2014, an estimated $65.6K.
  • Lincoln National Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7843 holding.
  • UBS first reported a position in Lincoln National Corporation in Q2 2013 and has held it in 5 quarters since.
  • UBS's Lincoln National Corporation position peaked at $84K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Lincoln National Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.