Beacon Investment Advisory Services’s Lincoln National LNC Stock Holding History

Beacon Investment 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
2018 Q4	–	Sell	-3,101	Closed	-$210K	–	258
2018 Q3	$210K	Buy	+3,101	New	+$205K	0.02%	247
2018 Q2	–	Sell	-3,384	Closed	-$247K	–	262
2018 Q1	$247K	Buy	3,384 +56	+2%	+$4.39K	0.03%	230
2017 Q4	$256K	Sell	3,328 -1,143	-26%	-$86.5K	0.03%	215
2017 Q3	$329K	Buy	+4,471	New	+$315K	0.03%	220

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

Beacon Investment Advisory Services's LNC Position: Q4 2018 in Review

Beacon Investment Advisory Services sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,101 shares — an estimated $210K sold.

Beacon Investment Advisory Services first reported a position in LNC in Q3 2017 and held it in 4 quarters. The position peaked at $329K in Q3 2017. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Beacon Investment Advisory Services reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Beacon Investment Advisory Services sold 3,101 Lincoln National shares in Q4 2018, an estimated $210K.
Beacon Investment Advisory Services first reported a position in Lincoln National in Q3 2017 and held it in 4 quarters.
Beacon Investment Advisory Services's Lincoln National position peaked at $329K in Q3 2017.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.