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Financial Architects (New Jersey)’s Lincoln National LNC Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-701
Closed -$45K – 1097
2019
Q2 		$45K Sell
701
-6,397
-90% -$409K 0.01% 535
2019
Q1 		$416K Buy
7,098
+388
+6% +$23K 0.07% 188
2018
Q4 		$344K Buy
6,710
+141
+2% +$8.57K 0.07% 193
2018
Q3 		$445K Buy
6,569
+256
+4% +$16.9K 0.07% 192
2018
Q2 		$393K Buy
6,313
+21
+0.3% +$1.44K 0.07% 189
2018
Q1 		$460K Buy
6,292
+3,324
+112% +$261K 0.09% 170
2017
Q4 		$228K Hold
2,968
– – 0.04% 309
2017
Q3 		$218K Hold
2,968
– – 0.04% 310
2017
Q2 		$201K Buy
2,968
+68
+2% +$4.5K 0.04% 310
2017
Q1 		$190K Buy
2,900
+1,514
+109% +$104K 0.03% 304
2016
Q4 		$92K Hold
1,386
– – 0.02% 422
2016
Q3 		$65K Sell
1,386
-45
-3% -$2.02K 0.02% 496
2016
Q2 		$55K Buy
+1,431
New +$60.7K 0.02% 513
2015
Q3 		– Sell
-13
Closed -$1K – 598
2015
Q2 		$1K Buy
+13
New +$761 ﹤0.01% 1165

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Architects (New Jersey)'s LNC Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 701 shares — an estimated $45K sold.

Financial Architects (New Jersey) first reported a position in LNC in Q2 2015 and held it in 14 quarters. The position peaked at $460K in Q1 2018. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 701 Lincoln National shares in Q3 2019, an estimated $45K.
  • Financial Architects (New Jersey) first reported a position in Lincoln National in Q2 2015 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s Lincoln National position peaked at $460K in Q1 2018.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.