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Legacy Private Trust’s Lincoln National LNC Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-3,117
Closed -$207K – 247
2016
Q4 		$207K Buy
+3,117
New +$181K 0.03% 229
2015
Q3 		– Sell
-3,637
Closed -$215K – 239
2015
Q2 		$215K Buy
3,637
+150
+4% +$8.78K 0.03% 236
2015
Q1 		$200K Hold
3,487
– – 0.03% 243
2014
Q4 		$201K Buy
+3,487
New +$190K 0.03% 250
2014
Q1 		– Sell
-20,512
Closed -$1.06M – 215
2013
Q4 		$1.06M Sell
20,512
-1,415
-6% -$67.8K 0.19% 104
2013
Q3 		$921K Sell
21,927
-843
-4% -$35.6K 0.19% 93
2013
Q2 		$830K Buy
+22,770
New +$776K 0.2% 94

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Private Trust's LNC Position: Q1 2017 in Review

Legacy Private Trust sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 3,117 shares — an estimated $207K sold.

Legacy Private Trust first reported a position in LNC in Q2 2013 and held it in 7 quarters. The position peaked at $1.06M in Q4 2013. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

  • Legacy Private Trust reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
  • Legacy Private Trust sold 3,117 Lincoln National shares in Q1 2017, an estimated $207K.
  • Legacy Private Trust first reported a position in Lincoln National in Q2 2013 and held it in 7 quarters.
  • Legacy Private Trust's Lincoln National position peaked at $1.06M in Q4 2013.
  • 637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Legacy Private Trust's 13F filing for Q1 2017, filed 11 Apr 2017.