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Northwest & Ethical Investments’s Lincoln National LNC Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-1,100
Closed -$74.3K – 365
2017
Q2 		$74.3K Buy
1,100
+300
+38% +$19.8K 0.01% 356
2017
Q1 		$52.4K Sell
800
-400
-33% -$27.4K ﹤0.01% 376
2016
Q4 		$79.5K Buy
+1,200
New +$69.8K 0.01% 358

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northwest & Ethical Investments's LNC Position: Q3 2017 in Review

Northwest & Ethical Investments sold out of Lincoln National (LNC) in Q3 2017, closing a stake of 1,100 shares — an estimated $74.3K sold.

Northwest & Ethical Investments first reported a position in LNC in Q4 2016 and held it in 3 quarters. The position peaked at $79.5K in Q4 2016. 639 funds tracked by Wall St. Rank hold LNC as of Q3 2017.

  • Northwest & Ethical Investments reported no remaining Lincoln National position as of Q3 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,100 Lincoln National shares in Q3 2017, an estimated $74.3K.
  • Northwest & Ethical Investments first reported a position in Lincoln National in Q4 2016 and held it in 3 quarters.
  • Northwest & Ethical Investments's Lincoln National position peaked at $79.5K in Q4 2016.
  • 639 funds tracked by Wall St. Rank held Lincoln National as of Q3 2017.

Based on Northwest & Ethical Investments's 13F filing for Q3 2017, filed 8 Jul 2025.