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Wilmington Trust’s Lincoln National LNC Stock Holding History

Wilmington Trust’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
Q2 		$1.55M Buy
30,049
+3,346
+13% +$165K 0.03% 302
2014
Q1 		$1.35M Buy
26,703
+862
+3% +$43.3K 0.02% 308
2013
Q4 		$1.33M Buy
25,841
+241
+0.9% +$11.5K 0.02% 308
2013
Q3 		$1.07M Buy
25,600
+6,624
+35% +$280K 0.02% 328
2013
Q2 		$691K Buy
+18,976
New +$647K 0.01% 407

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Trust's LNC Position: Q2 2014 in Review

Wilmington Trust increased its Lincoln National (LNC) stake by 13% in Q2 2014, buying an estimated $165K and bringing the position to 30,049 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #302.

Wilmington Trust first reported a position in LNC in Q2 2013 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold LNC as of Q2 2014.

  • Wilmington Trust held 30,049 shares of Lincoln National worth $1.55M as of Q2 2014.
  • Wilmington Trust bought 3,346 Lincoln National shares in Q2 2014, an estimated $165K.
  • Lincoln National made up 0.03% of Wilmington Trust's portfolio in Q2 2014, its #302 holding.
  • Wilmington Trust first reported a position in Lincoln National in Q2 2013 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held Lincoln National as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.