Waverly Advisors’s Lincoln National LNC Stock Holding History

Waverly Advisors’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
2014 Q4	–	Sell	-91	Closed	-$5K	–	559
2014 Q3	$5K	Hold	91	–	–	﹤0.01%	626
2014 Q2	$5K	Buy	+91	New	+$4.5K	﹤0.01%	587

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

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

BIT

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Waverly Advisors's LNC Position: Q4 2014 in Review

Waverly Advisors sold out of Lincoln National (LNC) in Q4 2014, closing a stake of 91 shares — an estimated $5K sold.

Waverly Advisors first reported a position in LNC in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 586 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

Waverly Advisors reported no remaining Lincoln National position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 91 Lincoln National shares in Q4 2014, an estimated $5K.
Waverly Advisors first reported a position in Lincoln National in Q2 2014 and held it in 2 quarters.
Waverly Advisors's Lincoln National position peaked at $5K in Q3 2014.
586 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.