Ropes Wealth Advisors’s Lincoln National LNC Stock Holding History

Ropes Wealth Advisors’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
2021 Q1	–	Sell	-29	Closed	-$1K	–	543
2020 Q4	$1K	Buy	+29	New	+$1.23K	﹤0.01%	730
2016 Q3	–	Sell	-78	Closed	-$3K	–	477
2016 Q2	$3K	Buy	+78	New	+$3.31K	﹤0.01%	441
2016 Q1	–	Sell	-14	Closed	-$1K	–	492
2015 Q4	$1K	Buy	+14	New	+$733	﹤0.01%	432

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Ropes Wealth Advisors's LNC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in LNC in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 29 Lincoln National shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Lincoln National in Q4 2015 and held it in 3 quarters.
Ropes Wealth Advisors's Lincoln National position peaked at $3K in Q2 2016.
628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.