Wafra Inc’s Lincoln National LNC Stock Holding History

Wafra Inc’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
2017 Q3	–	Sell	-150,310	Closed	-$10.2M	–	92
2017 Q2	$10.2M	Sell	150,310 -109,869	-42%	-$7.26M	0.51%	45
2017 Q1	$17M	Buy	260,179 +71,772	+38%	+$4.91M	0.87%	17
2016 Q4	$12.5M	Buy	+188,407	New	+$11M	0.68%	36

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wafra Inc's LNC Position: Q3 2017 in Review

Wafra Inc sold out of Lincoln National (LNC) in Q3 2017, closing a stake of 150,310 shares — an estimated $10.2M sold.

Wafra Inc first reported a position in LNC in Q4 2016 and held it in 3 quarters. The position peaked at $17M in Q1 2017. 639 funds tracked by Wall St. Rank hold LNC as of Q3 2017.

Wafra Inc reported no remaining Lincoln National position as of Q3 2017 after selling out during the quarter.
Wafra Inc sold 150,310 Lincoln National shares in Q3 2017, an estimated $10.2M.
Wafra Inc first reported a position in Lincoln National in Q4 2016 and held it in 3 quarters.
Wafra Inc's Lincoln National position peaked at $17M in Q1 2017.
639 funds tracked by Wall St. Rank held Lincoln National as of Q3 2017.

Based on Wafra Inc's 13F filing for Q3 2017, filed 14 Nov 2017.