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Cornerstone Financial Partners’s Lincoln National LNC Stock Holding History

Cornerstone Financial 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
2017
Q3 		– Sell
-17,970
Closed -$1.22M – 121
2017
Q2 		$1.22M Sell
17,970
-3,482
-16% -$230K 0.48% 49
2017
Q1 		$1.4M Sell
21,452
-1,000
-4% -$68.4K 0.47% 55
2016
Q4 		$1.48M Buy
22,452
+1
+0% +$58 0.47% 54
2016
Q3 		$1.06M Sell
22,451
-406
-2% -$18.2K 0.37% 58
2016
Q2 		$887K Sell
22,857
-6,001
-21% -$255K 0.31% 70
2016
Q1 		$1.14M Buy
+28,858
New +$1.13M 0.44% 74

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cornerstone Financial Partners's LNC Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of Lincoln National (LNC) in Q3 2017, closing a stake of 17,970 shares — an estimated $1.22M sold.

Cornerstone Financial Partners first reported a position in LNC in Q1 2016 and held it in 6 quarters. The position peaked at $1.48M in Q4 2016. 639 funds tracked by Wall St. Rank hold LNC as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining Lincoln National position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 17,970 Lincoln National shares in Q3 2017, an estimated $1.22M.
  • Cornerstone Financial Partners first reported a position in Lincoln National in Q1 2016 and held it in 6 quarters.
  • Cornerstone Financial Partners's Lincoln National position peaked at $1.48M in Q4 2016.
  • 639 funds tracked by Wall St. Rank held Lincoln National as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.