Hefty Wealth Partners’s Lincoln National LNC Stock Holding History

Hefty Wealth Partners’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 Q1	$117K	Hold	1,600	–	–	0.08%	100
2017 Q4	$123K	Hold	1,600	–	–	0.08%	97
2017 Q3	$118K	Hold	1,600	–	–	0.08%	93
2017 Q2	$108K	Hold	1,600	–	–	0.07%	91
2017 Q1	$104K	Hold	1,600	–	–	0.08%	91
2016 Q4	$106K	Hold	1,600	–	–	0.09%	83
2016 Q3	$75K	Hold	1,600	–	–	0.06%	104
2016 Q2	$62K	Hold	1,600	–	–	0.05%	98
2016 Q1	$62K	Hold	1,600	–	–	0.06%	98
2015 Q4	$80K	Buy	+1,600	New	+$83.7K	0.08%	96

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hefty Wealth Partners's LNC Position: Q1 2018 in Review

Hefty Wealth Partners held its Lincoln National (LNC) position steady in Q1 2018 at 1,600 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #100.

Hefty Wealth Partners first reported a position in LNC in Q4 2015 and has held it in 10 quarters since. The position peaked at $123K in Q4 2017. 687 funds tracked by Wall St. Rank hold LNC as of Q1 2018.

Hefty Wealth Partners held 1,600 shares of Lincoln National worth $117K as of Q1 2018.
Hefty Wealth Partners left its Lincoln National share count unchanged in Q1 2018.
Lincoln National made up 0.08% of Hefty Wealth Partners's portfolio in Q1 2018, its #100 holding.
Hefty Wealth Partners first reported a position in Lincoln National in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Lincoln National position peaked at $123K in Q4 2017.
687 funds tracked by Wall St. Rank held Lincoln National as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.