Curi RMB Capital’s Lincoln National LNC Stock Holding History

Curi RMB Capital’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	-8,758	Closed	-$593K	–	949
2018 Q3	$593K	Buy	8,758 +28	+0.3%	+$1.85K	0.01%	596
2018 Q2	$543K	Sell	8,730 -28	-0.3%	-$1.92K	0.01%	614
2018 Q1	$640K	Sell	8,758 -693	-7%	-$54.4K	0.02%	584
2017 Q4	$726K	Buy	9,451 +53	+0.6%	+$4.01K	0.02%	538
2017 Q3	$691K	Hold	9,398	–	–	0.02%	475
2017 Q2	$635K	Buy	+9,398	New	+$621K	0.02%	503

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi RMB Capital's LNC Position: Q4 2018 in Review

Curi RMB Capital sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 8,758 shares — an estimated $593K sold.

Curi RMB Capital first reported a position in LNC in Q2 2017 and held it in 6 quarters. The position peaked at $726K in Q4 2017. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Curi RMB Capital reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Curi RMB Capital sold 8,758 Lincoln National shares in Q4 2018, an estimated $593K.
Curi RMB Capital first reported a position in Lincoln National in Q2 2017 and held it in 6 quarters.
Curi RMB Capital's Lincoln National position peaked at $726K in Q4 2017.
636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Curi RMB Capital's 13F filing for Q4 2018, filed 13 Feb 2019.