Verus Financial Partners’s Lincoln National LNC Stock Holding History

Verus Financial Partners’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 Q2	–	Sell	-14,882	Closed	-$855K	–	46
2015 Q1	$855K	Hold	14,882	–	–	0.43%	18
2014 Q4	$858K	Hold	14,882	–	–	0.46%	18
2014 Q3	$797K	Hold	14,882	–	–	0.45%	17
2014 Q2	$766K	Hold	14,882	–	–	0.43%	16
2014 Q1	$754K	Hold	14,882	–	–	0.42%	19
2013 Q4	$768K	Hold	14,882	–	–	0.4%	19
2013 Q3	$625K	Hold	14,882	–	–	0.34%	20
2013 Q2	$543K	Buy	+14,882	New	+$507K	0.31%	19

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Verus Financial Partners's LNC Position: Q2 2015 in Review

Verus Financial Partners sold out of Lincoln National (LNC) in Q2 2015, closing a stake of 14,882 shares — an estimated $855K sold.

Verus Financial Partners first reported a position in LNC in Q2 2013 and held it in 8 quarters. The position peaked at $858K in Q4 2014. 588 funds tracked by Wall St. Rank hold LNC as of Q2 2015.

Verus Financial Partners reported no remaining Lincoln National position as of Q2 2015 after selling out during the quarter.
Verus Financial Partners sold 14,882 Lincoln National shares in Q2 2015, an estimated $855K.
Verus Financial Partners first reported a position in Lincoln National in Q2 2013 and held it in 8 quarters.
Verus Financial Partners's Lincoln National position peaked at $858K in Q4 2014.
588 funds tracked by Wall St. Rank held Lincoln National as of Q2 2015.

Based on Verus Financial Partners's 13F filing for Q2 2015, filed 24 Jul 2015.