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Smith & Howard Wealth Management’s Lincoln National LNC Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-2,930
Closed -$151K – 140
2013
Q4 		$151K Hold
2,930
– – 0.08% 63
2013
Q3 		$123K Hold
2,930
– – 0.07% 48
2013
Q2 		$107K Buy
+2,930
New +$99.9K 0.07% 58

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith & Howard Wealth Management's LNC Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Lincoln National (LNC) in Q1 2014, closing a stake of 2,930 shares — an estimated $151K sold.

Smith & Howard Wealth Management first reported a position in LNC in Q2 2013 and held it in 3 quarters. The position peaked at $151K in Q4 2013. 541 funds tracked by Wall St. Rank hold LNC as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Lincoln National position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,930 Lincoln National shares in Q1 2014, an estimated $151K.
  • Smith & Howard Wealth Management first reported a position in Lincoln National in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Lincoln National position peaked at $151K in Q4 2013.
  • 541 funds tracked by Wall St. Rank held Lincoln National as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.