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Krilogy Financial’s Lincoln National LNC Stock Holding History

Krilogy Financial’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
2017
Q4 		– Sell
-3,360
Closed -$247K – 809
2017
Q3 		$247K Sell
3,360
-100
-3% -$7.06K 0.06% 146
2017
Q2 		$234K Buy
3,460
+40
+1% +$2.65K 0.07% 126
2017
Q1 		$227K Hold
3,420
– – 0.07% 116
2016
Q4 		$227K Buy
3,420
+170
+5% +$9.89K 0.07% 116
2016
Q3 		$153K Hold
3,250
– – 0.05% 153
2016
Q2 		$126K Hold
3,250
– – 0.04% 177
2016
Q1 		$127K Buy
+3,250
New +$127K 0.05% 142

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Krilogy Financial's LNC Position: Q4 2017 in Review

Krilogy Financial sold out of Lincoln National (LNC) in Q4 2017, closing a stake of 3,360 shares — an estimated $247K sold.

Krilogy Financial first reported a position in LNC in Q1 2016 and held it in 7 quarters. The position peaked at $247K in Q3 2017. 676 funds tracked by Wall St. Rank hold LNC as of Q4 2017.

  • Krilogy Financial reported no remaining Lincoln National position as of Q4 2017 after selling out during the quarter.
  • Krilogy Financial sold 3,360 Lincoln National shares in Q4 2017, an estimated $247K.
  • Krilogy Financial first reported a position in Lincoln National in Q1 2016 and held it in 7 quarters.
  • Krilogy Financial's Lincoln National position peaked at $247K in Q3 2017.
  • 676 funds tracked by Wall St. Rank held Lincoln National as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.