Mark Sheptoff Financial Planning’s Lincoln National LNC Stock Holding History

Mark Sheptoff Financial Planning’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
2019 Q3	–	Sell	-150	Closed	-$10K	–	375
2019 Q2	$10K	Sell	150 -150	-50%	-$9.58K	0.01%	264
2019 Q1	$18K	Hold	300	–	–	0.01%	215
2018 Q4	$15K	Sell	300 -1,150	-79%	-$69.9K	0.01%	205
2018 Q3	$98K	Sell	1,450 -600	-29%	-$39.6K	0.07%	129
2018 Q2	$128K	Buy	+2,050	New	+$140K	0.09%	117
2015 Q4	–	Sell	-49	Closed	-$2K	–	408
2015 Q3	$2K	Buy	+49	New	+$2.63K	﹤0.01%	347

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's LNC Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 150 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in LNC in Q3 2015 and held it in 6 quarters. The position peaked at $128K in Q2 2018. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 150 Lincoln National shares in Q3 2019, an estimated $10K.
Mark Sheptoff Financial Planning first reported a position in Lincoln National in Q3 2015 and held it in 6 quarters.
Mark Sheptoff Financial Planning's Lincoln National position peaked at $128K in Q2 2018.
627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.