Bridgeworth’s Lincoln National LNC Stock Holding History

Bridgeworth’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	-1,033	Closed	-$64K	–	360
2018 Q2	$64K	Buy	+1,033	New	+$70.7K	0.03%	251

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

Bridgeworth's LNC Position: Q3 2018 in Review

Bridgeworth sold out of Lincoln National (LNC) in Q3 2018, closing a stake of 1,033 shares — an estimated $64K sold.

Bridgeworth first reported a position in LNC in Q2 2018 and held it in 1 quarter. The position peaked at $64K in Q2 2018. 660 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

Bridgeworth reported no remaining Lincoln National position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 1,033 Lincoln National shares in Q3 2018, an estimated $64K.
Bridgeworth first reported a position in Lincoln National in Q2 2018 and held it in 1 quarter.
Bridgeworth's Lincoln National position peaked at $64K in Q2 2018.
660 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.