Winch Advisory Services’s Lincoln National LNC Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-51	Closed	-$3K	–	323
2015 Q1	$3K	Buy	+51	New	+$2.85K	﹤0.01%	236
2014 Q4	–	Sell	-50	Closed	-$3K	–	117
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	197
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	221
2014 Q1	$3K	Buy	+50	New	+$2.51K	﹤0.01%	233

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

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

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

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

BIT

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winch Advisory Services's LNC Position: Q2 2015 in Review

Winch Advisory Services sold out of Lincoln National (LNC) in Q2 2015, closing a stake of 51 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in LNC in Q1 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 588 funds tracked by Wall St. Rank hold LNC as of Q2 2015.

Winch Advisory Services reported no remaining Lincoln National position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 51 Lincoln National shares in Q2 2015, an estimated $3K.
Winch Advisory Services first reported a position in Lincoln National in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's Lincoln National position peaked at $3K in Q1 2015.
588 funds tracked by Wall St. Rank held Lincoln National as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.