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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Telemus Capital's LNC Position: Q1 2019 in Review

Telemus Capital sold out of Lincoln National (LNC) in Q1 2019, closing a stake of 7,445 shares — an estimated $382K sold.

Telemus Capital first reported a position in LNC in Q2 2016 and held it in 11 quarters. The position peaked at $1.47M in Q2 2017. 656 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

  • Telemus Capital reported no remaining Lincoln National position as of Q1 2019 after selling out during the quarter.
  • Telemus Capital sold 7,445 Lincoln National shares in Q1 2019, an estimated $382K.
  • Telemus Capital first reported a position in Lincoln National in Q2 2016 and held it in 11 quarters.
  • Telemus Capital's Lincoln National position peaked at $1.47M in Q2 2017.
  • 656 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on Telemus Capital's 13F filing for Q1 2019, filed 2 May 2019.