First Personal Financial Services’s Lincoln National LNC Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-13	Closed	-$1K	–	563
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	482
2019 Q2	$1K	Buy	+13	New	+$831	﹤0.01%	731
2019 Q1	–	Sell	-15	Closed	-$1K	–	688
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	640
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	663
2018 Q2	$1K	Sell	15 -917	-98%	-$62.8K	﹤0.01%	643
2018 Q1	$68K	Buy	932 +15	+2%	+$1.18K	0.01%	373
2017 Q4	$70K	Sell	917 -80	-8%	-$6.05K	0.01%	406
2017 Q3	$73K	Hold	997	–	–	0.02%	365
2017 Q2	$67K	Sell	997 -232	-19%	-$15.3K	0.01%	366
2017 Q1	$80K	Buy	1,229 +232	+23%	+$15.9K	0.02%	315
2016 Q4	$66K	Hold	997	–	–	0.02%	339
2016 Q3	$47K	Hold	997	–	–	0.01%	282
2016 Q2	$39K	Buy	+997	New	+$42.3K	0.01%	312
2016 Q1	–	Sell	-3,670	Closed	-$184K	–	361
2015 Q4	$184K	Buy	+3,670	New	+$192K	0.1%	116

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Personal Financial Services's LNC Position: Q4 2019 in Review

First Personal Financial Services sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in LNC in Q4 2015 and held it in 14 quarters. The position peaked at $184K in Q4 2015. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

First Personal Financial Services reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 13 Lincoln National shares in Q4 2019, an estimated $1K.
First Personal Financial Services first reported a position in Lincoln National in Q4 2015 and held it in 14 quarters.
First Personal Financial Services's Lincoln National position peaked at $184K in Q4 2015.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.