PRW Wealth Management’s Lincoln National LNC Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-32	Closed	-$2K	–	397
2019 Q1	$2K	Hold	32	–	–	﹤0.01%	511
2018 Q4	$1K	Buy	+32	New	+$1.95K	﹤0.01%	593

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's LNC Position: Q2 2019 in Review

PRW Wealth Management sold out of Lincoln National (LNC) in Q2 2019, closing a stake of 32 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in LNC in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 664 funds tracked by Wall St. Rank hold LNC as of Q2 2019.

PRW Wealth Management reported no remaining Lincoln National position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 32 Lincoln National shares in Q2 2019, an estimated $2K.
PRW Wealth Management first reported a position in Lincoln National in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Lincoln National position peaked at $2K in Q1 2019.
664 funds tracked by Wall St. Rank held Lincoln National as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.