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MinichMacGregor Wealth Management’s Lincoln National LNC Stock Holding History

MinichMacGregor 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
2017
Q2 		– Sell
-2
Closed -$132 – 501
2017
Q1 		$0 Buy
+2
New +$137 ﹤0.01% 482
2016
Q1 		– Sell
-14
Closed – – 459
2015
Q4 		$0 Buy
+14
New +$733 ﹤0.01% 390

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's LNC Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 2 shares — an estimated $132 sold.

MinichMacGregor Wealth Management first reported a position in LNC in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2 Lincoln National shares in Q2 2017, an estimated $132.
  • MinichMacGregor Wealth Management first reported a position in Lincoln National in Q4 2015 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Lincoln National position peaked at $0 in Q1 2017.
  • 646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.