Formidable Asset Management’s Lincoln National LNC Stock Holding History

Formidable Asset Management’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
2016 Q2	–	Sell	-4,465	Closed	-$195K	–	314
2016 Q1	$195K	Sell	4,465 -6,175	-58%	-$241K	0.14%	120
2015 Q4	$499K	Sell	10,640 -285	-3%	-$14.9K	0.35%	68
2015 Q3	$518K	Hold	10,925	–	–	0.35%	67
2015 Q2	$647K	Sell	10,925 -200	-2%	-$11.7K	0.41%	60
2015 Q1	$654K	Sell	11,125 -1,150	-9%	-$64.2K	0.43%	56
2014 Q4	$708K	Sell	12,275 -50	-0.4%	-$2.72K	0.48%	51
2014 Q3	$673K	Sell	12,325 -600	-5%	-$31.9K	0.44%	51
2014 Q2	$665K	Sell	12,925 -255	-2%	-$12.6K	0.4%	60
2014 Q1	$617K	Buy	13,180 +150	+1%	+$7.54K	0.43%	52
2013 Q4	$642K	Sell	13,030 -8,345	-39%	-$400K	0.43%	57
2013 Q3	$904K	Buy	+21,375	New	+$902K	0.78%	31

Other funds holding LNC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Formidable Asset Management's LNC Position: Q2 2016 in Review

Formidable Asset Management sold out of Lincoln National (LNC) in Q2 2016, closing a stake of 4,465 shares — an estimated $195K sold.

Formidable Asset Management first reported a position in LNC in Q3 2013 and held it in 11 quarters. The position peaked at $904K in Q3 2013. 561 funds tracked by Wall St. Rank hold LNC as of Q2 2016.

Formidable Asset Management reported no remaining Lincoln National position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 4,465 Lincoln National shares in Q2 2016, an estimated $195K.
Formidable Asset Management first reported a position in Lincoln National in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Lincoln National position peaked at $904K in Q3 2013.
561 funds tracked by Wall St. Rank held Lincoln National as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.