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Proficio Capital Partners’s Lincoln National LNC Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-549
Closed -$35K – 911
2019
Q2 		$35K Sell
549
-24
-4% -$1.53K 0.01% 494
2019
Q1 		$34K Sell
573
-12
-2% -$711 0.01% 471
2018
Q4 		$30K Buy
585
+368
+170% +$22.4K 0.01% 433
2018
Q3 		$15K Buy
217
+9
+4% +$594 ﹤0.01% 692
2018
Q2 		$13K Sell
208
-44
-17% -$3.01K 0.01% 739
2018
Q1 		$18K Buy
252
+46
+22% +$3.61K 0.01% 629
2017
Q4 		$16K Sell
206
-28
-12% -$2.12K 0.01% 650
2017
Q3 		$17K Hold
234
– – 0.01% 639
2017
Q2 		$17K Buy
234
+19
+9% +$1.26K 0.01% 652
2017
Q1 		$14K Buy
215
+29
+16% +$1.98K 0.01% 723
2016
Q4 		$12K Sell
186
-16
-8% -$931 0.01% 564
2016
Q3 		$9K Hold
202
– – 0.01% 607
2016
Q2 		$9K Buy
202
+159
+370% +$6.74K 0.01% 586
2016
Q1 		$2K Buy
43
+8
+23% +$312 ﹤0.01% 757
2015
Q4 		$2K Buy
+35
New +$1.83K ﹤0.01% 663

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Proficio Capital Partners's LNC Position: Q3 2019 in Review

Proficio Capital Partners sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 549 shares — an estimated $35K sold.

Proficio Capital Partners first reported a position in LNC in Q4 2015 and held it in 15 quarters. The position peaked at $35K in Q2 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Proficio Capital Partners reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 549 Lincoln National shares in Q3 2019, an estimated $35K.
  • Proficio Capital Partners first reported a position in Lincoln National in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Lincoln National position peaked at $35K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.