Spectrum Financial Alliance’s Lincoln National LNC Stock Holding History

Spectrum Financial Alliance’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	–	Sell	-350	Closed	-$17K	–	61
2018 Q4	$17K	Hold	350	–	–	0.01%	52
2018 Q3	$23K	Hold	350	–	–	0.01%	48
2018 Q2	$21K	Hold	350	–	–	0.01%	50
2018 Q1	$25K	Buy	+350	New	+$27.5K	0.02%	42

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Spectrum Financial Alliance's LNC Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Lincoln National (LNC) in Q1 2019, closing a stake of 350 shares — an estimated $17K sold.

Spectrum Financial Alliance first reported a position in LNC in Q1 2018 and held it in 4 quarters. The position peaked at $25K in Q1 2018. 655 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

Spectrum Financial Alliance reported no remaining Lincoln National position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 350 Lincoln National shares in Q1 2019, an estimated $17K.
Spectrum Financial Alliance first reported a position in Lincoln National in Q1 2018 and held it in 4 quarters.
Spectrum Financial Alliance's Lincoln National position peaked at $25K in Q1 2018.
655 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.