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Aris Wealth Services’s Lincoln National LNC Stock Holding History

Aris Wealth 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
Q3 		– Sell
-405
Closed -$24K – 448
2015
Q2 		$24K Sell
405
-430
-51% -$25.2K 0.02% 296
2015
Q1 		$48K Buy
+835
New +$46.6K 0.04% 217

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Aris Wealth Services's LNC Position: Q3 2015 in Review

Aris Wealth Services sold out of Lincoln National (LNC) in Q3 2015, closing a stake of 405 shares — an estimated $24K sold.

Aris Wealth Services first reported a position in LNC in Q1 2015 and held it in 2 quarters. The position peaked at $48K in Q1 2015. 567 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

  • Aris Wealth Services reported no remaining Lincoln National position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 405 Lincoln National shares in Q3 2015, an estimated $24K.
  • Aris Wealth Services first reported a position in Lincoln National in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Lincoln National position peaked at $48K in Q1 2015.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.