PWAG
LNC icon

Polaris Wealth Advisory Group’s Lincoln National LNC Stock Holding History

Polaris Wealth Advisory Group’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
-341,499
Closed -$22.6M – 115
2016
Q4 		$22.6M Buy
341,499
+332,921
+3,881% +$19.4M 2.62% 8
2016
Q3 		$403K Sell
8,578
-200
-2% -$8.96K 0.05% 84
2016
Q2 		$340K Buy
+8,778
New +$372K 0.05% 79
2014
Q2 		– Sell
-40,594
Closed -$2.06M – 114
2014
Q1 		$2.06M Buy
40,594
+6,664
+20% +$335K 0.48% 43
2013
Q4 		$1.75M Buy
33,930
+4,390
+15% +$210K 0.43% 38
2013
Q3 		$1.24M Buy
+29,540
New +$1.25M 0.39% 38

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return