O'Brien Wealth Partners’s Lincoln National LNC Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-760	Closed	-$51K	–	144
2018 Q3	$51K	Hold	760	–	–	0.03%	72
2018 Q2	$47K	Hold	760	–	–	0.04%	38
2018 Q1	$56K	Buy	+760	New	+$59.6K	0.04%	62

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's LNC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 760 shares — an estimated $51K sold.

O'Brien Wealth Partners first reported a position in LNC in Q1 2018 and held it in 3 quarters. The position peaked at $56K in Q1 2018. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

O'Brien Wealth Partners reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 760 Lincoln National shares in Q4 2018, an estimated $51K.
O'Brien Wealth Partners first reported a position in Lincoln National in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Lincoln National position peaked at $56K in Q1 2018.
636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.