Signature Wealth Management Group’s Lincoln National LNC Stock Holding History

Signature Wealth Management 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
2019 Q4	–	Sell	-9,124	Closed	-$550K	–	82
2019 Q3	$550K	Sell	9,124 -579	-6%	-$34.6K	0.36%	64
2019 Q2	$643K	Buy	9,703 +454	+5%	+$29K	0.43%	57
2019 Q1	$543K	Buy	9,249 +1,187	+15%	+$70.3K	0.38%	61
2018 Q4	$414K	Buy	8,062 +158	+2%	+$9.61K	0.32%	64
2018 Q3	$456K	Buy	7,904 +7,879	+31,516%	+$520K	0.34%	62
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	295
2018 Q1	$2K	Sell	25 -87	-78%	-$6.83K	﹤0.01%	294
2017 Q4	$9K	Buy	+112	New	+$8.47K	0.01%	195

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Signature Wealth Management Group's LNC Position: Q4 2019 in Review

Signature Wealth Management Group sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 9,124 shares — an estimated $550K sold.

Signature Wealth Management Group first reported a position in LNC in Q4 2017 and held it in 8 quarters. The position peaked at $643K in Q2 2019. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Signature Wealth Management Group reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Signature Wealth Management Group sold 9,124 Lincoln National shares in Q4 2019, an estimated $550K.
Signature Wealth Management Group first reported a position in Lincoln National in Q4 2017 and held it in 8 quarters.
Signature Wealth Management Group's Lincoln National position peaked at $643K in Q2 2019.
620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Signature Wealth Management Group's 13F filing for Q4 2019, filed 15 Jan 2020.