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Financial Counselors Inc’s Lincoln National LNC Stock Holding History

Financial Counselors Inc’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
-3,854
Closed -$261K – 495
2018
Q3 		$261K Hold
3,854
– – 0.01% 429
2018
Q2 		$240K Buy
3,854
+406
+12% +$27.8K 0.01% 439
2018
Q1 		$252K Hold
3,448
– – 0.01% 418
2017
Q4 		$265K Sell
3,448
-540
-14% -$40.9K 0.01% 416
2017
Q3 		$293K Sell
3,988
-748
-16% -$52.8K 0.01% 406
2017
Q2 		$320K Sell
4,736
-38
-0.8% -$2.51K 0.02% 390
2017
Q1 		$312K Sell
4,774
-690
-13% -$47.2K 0.02% 398
2016
Q4 		$362K Buy
+5,464
New +$318K 0.02% 364
2016
Q2 		$214K Sell
5,523
-67
-1% -$2.84K 0.01% 406
2016
Q1 		$219K Hold
5,590
– – 0.01% 400
2015
Q4 		$281K Sell
5,590
-1,396
-20% -$73.1K 0.02% 368
2015
Q3 		$332K Buy
6,986
+115
+2% +$6.17K 0.02% 346
2015
Q2 		$407K Buy
6,871
+108
+2% +$6.32K 0.03% 336
2015
Q1 		$389K Buy
6,763
+3,078
+84% +$172K 0.02% 352
2014
Q4 		$213K Buy
+3,685
New +$201K 0.01% 406
2014
Q3 		– Sell
-4,316
Closed -$222K – 441
2014
Q2 		$222K Sell
4,316
-1,118
-21% -$55.2K 0.02% 396
2014
Q1 		$275K Sell
5,434
-325
-6% -$16.3K 0.02% 373
2013
Q4 		$297K Sell
5,759
-407
-7% -$19.5K 0.02% 348
2013
Q3 		$259K Sell
6,166
-285
-4% -$12K 0.02% 348
2013
Q2 		$235K Buy
+6,451
New +$220K 0.02% 358

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Counselors Inc's LNC Position: Q4 2018 in Review

Financial Counselors Inc sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,854 shares — an estimated $261K sold.

Financial Counselors Inc first reported a position in LNC in Q2 2013 and held it in 20 quarters. The position peaked at $407K in Q2 2015. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

  • Financial Counselors Inc reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 3,854 Lincoln National shares in Q4 2018, an estimated $261K.
  • Financial Counselors Inc first reported a position in Lincoln National in Q2 2013 and held it in 20 quarters.
  • Financial Counselors Inc's Lincoln National position peaked at $407K in Q2 2015.
  • 636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Financial Counselors Inc's 13F filing for Q4 2018, filed 1 Feb 2019.