Acorn Wealth Advisors’s Lincoln National LNC Stock Holding History

Acorn Wealth 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
2018 Q3	–	Sell	-204	Closed	-$13K	–	300
2018 Q2	$13K	Hold	204	–	–	0.01%	471
2018 Q1	$15K	Hold	204	–	–	0.01%	435
2017 Q4	$16K	Buy	+204	New	+$15.4K	0.01%	411

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Acorn Wealth Advisors's LNC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Lincoln National (LNC) in Q3 2018, closing a stake of 204 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in LNC in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 660 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

Acorn Wealth Advisors reported no remaining Lincoln National position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 204 Lincoln National shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Lincoln National in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Lincoln National position peaked at $16K in Q4 2017.
660 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.