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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 $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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's LNC Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 341,499 shares — an estimated $22.6M sold.

Polaris Wealth Advisory Group first reported a position in LNC in Q3 2013 and held it in 6 quarters. The position peaked at $22.6M in Q4 2016. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 341,499 Lincoln National shares in Q1 2017, an estimated $22.6M.
  • Polaris Wealth Advisory Group first reported a position in Lincoln National in Q3 2013 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Lincoln National position peaked at $22.6M in Q4 2016.
  • 637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.