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Sound View Wealth Advisors’s Lincoln National LNC Stock Holding History

Sound View 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
2019
Q1 		$375K Hold
6,389
– – 0.12% 160
2018
Q4 		$328K Buy
+6,389
New +$388K 0.12% 160

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
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
Norges Bank Oslo, Norway $935B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's LNC Position: Q1 2019 in Review

Sound View Wealth Advisors held its Lincoln National (LNC) position steady in Q1 2019 at 6,389 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #160.

Sound View Wealth Advisors first reported a position in LNC in Q4 2018 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

  • Sound View Wealth Advisors held 6,389 shares of Lincoln National worth $375K as of Q1 2019.
  • Sound View Wealth Advisors left its Lincoln National share count unchanged in Q1 2019.
  • Lincoln National made up 0.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #160 holding.
  • Sound View Wealth Advisors first reported a position in Lincoln National in Q4 2018 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.