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Triangle Securities Wealth Management’s Lincoln National LNC Stock Holding History

Triangle Securities 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
2015
Q3 		– Sell
-4,092
Closed -$242K – 136
2015
Q2 		$242K Sell
4,092
-488
-11% -$28.6K 0.17% 121
2015
Q1 		$263K Buy
4,580
+242
+6% +$13.5K 0.18% 119
2014
Q4 		$250K Hold
4,338
– – 0.18% 112
2014
Q3 		$232K Sell
4,338
-175
-4% -$9.3K 0.18% 112
2014
Q2 		$232K Buy
+4,513
New +$223K 0.18% 115
2014
Q1 		– Sell
-4,863
Closed -$251K – 122
2013
Q4 		$251K Hold
4,863
– – 0.2% 108
2013
Q3 		$204K Hold
4,863
– – 0.18% 118
2013
Q2 		$177K Buy
+4,863
New +$166K 0.13% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return