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Golden State Wealth Management’s Lincoln National LNC Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-105
Closed -$3K – 596
2020
Q1 		$3K Buy
+105
New +$4.98K ﹤0.01% 816
2019
Q4 		– Sell
-182
Closed -$11K – 559
2019
Q3 		$11K Hold
182
– – ﹤0.01% 729
2019
Q2 		$11K Hold
182
– – ﹤0.01% 733
2019
Q1 		$11K Buy
+182
New +$10.8K ﹤0.01% 765

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Golden State Wealth Management's LNC Position: Q2 2020 in Review

Golden State Wealth Management sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 105 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in LNC in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Golden State Wealth Management reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 105 Lincoln National shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in Lincoln National in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Lincoln National position peaked at $11K in Q3 2019.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.