Avantax Planning Partners’s Lincoln National LNC Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-45	Closed	-$3K	–	811
2018 Q3	$3K	Buy	+45	New	+$2.97K	﹤0.01%	1262
2018 Q2	–	Sell	-109	Closed	-$7K	–	924
2018 Q1	$7K	Buy	+109	New	+$8.55K	﹤0.01%	1207

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's LNC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 45 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in LNC in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Avantax Planning Partners reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 45 Lincoln National shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Lincoln National in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Lincoln National position peaked at $7K in Q1 2018.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.