Beck Capital Management’s Lincoln National LNC Stock Holding History

Beck Capital Management’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	-7,493	Closed	-$507K	–	90
2018 Q3	$507K	Sell	7,493 -3,769	-33%	-$249K	0.22%	70
2018 Q2	$701K	Sell	11,262 -428	-4%	-$29.3K	0.34%	53
2018 Q1	$854K	Buy	11,690 +331	+3%	+$26K	0.39%	56
2017 Q4	$873K	Sell	11,359 -123	-1%	-$9.31K	0.38%	62
2017 Q3	$844K	Buy	11,482 +182	+2%	+$12.8K	0.4%	60
2017 Q2	$740K	Sell	11,300 -8,219	-42%	-$543K	0.38%	62
2017 Q1	$1.28M	Buy	19,519 +8,052	+70%	+$551K	0.67%	47
2016 Q4	$760K	Buy	+11,467	New	+$667K	0.43%	60

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

Beck Capital Management's LNC Position: Q4 2018 in Review

Beck Capital Management sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 7,493 shares — an estimated $507K sold.

Beck Capital Management first reported a position in LNC in Q4 2016 and held it in 8 quarters. The position peaked at $1.28M in Q1 2017. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Beck Capital Management reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Beck Capital Management sold 7,493 Lincoln National shares in Q4 2018, an estimated $507K.
Beck Capital Management first reported a position in Lincoln National in Q4 2016 and held it in 8 quarters.
Beck Capital Management's Lincoln National position peaked at $1.28M in Q1 2017.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Beck Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.