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Wilmington Trust Investment Management’s Lincoln National LNC Stock Holding History

Wilmington Trust Investment Management’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
Q1 		– Sell
-6,200
Closed -$320K – 404
2013
Q4 		$320K Hold
6,200
– – 0.06% 268
2013
Q3 		$260K Hold
6,200
– – 0.05% 311
2013
Q2 		$226K Buy
+6,200
New +$211K 0.05% 365

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Trust Investment Management's LNC Position: Q1 2014 in Review

Wilmington Trust Investment Management sold out of Lincoln National (LNC) in Q1 2014, closing a stake of 6,200 shares — an estimated $320K sold.

Wilmington Trust Investment Management first reported a position in LNC in Q2 2013 and held it in 3 quarters. The position peaked at $320K in Q4 2013. 541 funds tracked by Wall St. Rank hold LNC as of Q1 2014.

  • Wilmington Trust Investment Management reported no remaining Lincoln National position as of Q1 2014 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 6,200 Lincoln National shares in Q1 2014, an estimated $320K.
  • Wilmington Trust Investment Management first reported a position in Lincoln National in Q2 2013 and held it in 3 quarters.
  • Wilmington Trust Investment Management's Lincoln National position peaked at $320K in Q4 2013.
  • 541 funds tracked by Wall St. Rank held Lincoln National as of Q1 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q1 2014, filed 14 May 2014.