WA
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Whitebox Advisors’s Lincoln National LNC Stock Holding History

Whitebox 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
2015
Q4 		– Sell
-16,099
Closed -$764K – 249
2015
Q3 		$764K Sell
16,099
-1,520
-9% -$81.5K 0.04% 241
2015
Q2 		$1.04M Sell
17,619
-22,506
-56% -$1.32M 0.05% 251
2015
Q1 		$2.31M Buy
40,125
+11,800
+42% +$659K 0.09% 180
2014
Q4 		$1.63M Sell
28,325
-20,189
-42% -$1.1M 0.07% 222
2014
Q3 		$2.6M Sell
48,514
-17,445
-26% -$928K 0.1% 178
2014
Q2 		$3.39M Buy
65,959
+33,524
+103% +$1.66M 0.13% 147
2014
Q1 		$1.64M Buy
32,435
+17,750
+121% +$892K 0.07% 215
2013
Q4 		$758K Buy
+14,685
New +$703K 0.03% 300
2013
Q3 		– Sell
-66,948
Closed -$2.44M – 385
2013
Q2 		$2.44M Buy
+66,948
New +$2.28M 0.13% 92

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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