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Telemus Capital’s Lincoln National LNC Stock Holding History

Telemus Capital’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
-7,445
Closed -$382K – 436
2018
Q4 		$382K Sell
7,445
-775
-9% -$47.1K 0.03% 292
2018
Q3 		$556K Sell
8,220
-8,975
-52% -$592K 0.04% 275
2018
Q2 		$1.07M Buy
17,195
+459
+3% +$31.4K 0.08% 193
2018
Q1 		$1.22M Buy
16,736
+552
+3% +$43.3K 0.1% 174
2017
Q4 		$1.24M Buy
16,184
+902
+6% +$68.2K 0.1% 177
2017
Q3 		$1.12M Sell
15,282
-6,453
-30% -$455K 0.13% 124
2017
Q2 		$1.47M Buy
21,735
+1,485
+7% +$98.2K 0.15% 117
2017
Q1 		$1.32M Buy
20,250
+6,731
+50% +$460K 0.14% 121
2016
Q4 		$896K Buy
13,519
+821
+6% +$47.8K 0.12% 129
2016
Q3 		$597K Buy
12,698
+4,738
+60% +$212K 0.07% 199
2016
Q2 		$309K Buy
+7,960
New +$338K 0.04% 267

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