Edge Advisors’s Lincoln National LNC Stock Holding History

Edge Advisors’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 Q2	$404K	Hold	6,500	–	–	0.04%	240
2018 Q1	$474K	Hold	6,500	–	–	0.04%	224
2017 Q4	$499K	Hold	6,500	–	–	0.05%	215
2017 Q3	$477K	Hold	6,500	–	–	0.05%	211
2017 Q2	$439K	Hold	6,500	–	–	0.05%	230
2017 Q1	$425K	Hold	6,500	–	–	0.05%	241
2016 Q4	$430K	Buy	+6,500	New	+$378K	0.06%	234

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Advisors's LNC Position: Q2 2018 in Review

Edge Advisors held its Lincoln National (LNC) position steady in Q2 2018 at 6,500 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #240.

Edge Advisors first reported a position in LNC in Q4 2016 and has held it in 7 quarters since. The position peaked at $499K in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

Edge Advisors held 6,500 shares of Lincoln National worth $404K as of Q2 2018.
Edge Advisors left its Lincoln National share count unchanged in Q2 2018.
Lincoln National made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #240 holding.
Edge Advisors first reported a position in Lincoln National in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Lincoln National position peaked at $499K in Q4 2017.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.