Virtus Investment Advisers’s Lincoln National LNC Stock Holding History

Virtus Investment Advisers’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
2018 Q1	–	Sell	-13,300	Closed	-$1.02M	–	261
2017 Q4	$1.02M	Sell	13,300 -1,353	-9%	-$102K	0.11%	210
2017 Q3	$1.08M	Sell	14,653 -874	-6%	-$61.7K	0.11%	216
2017 Q2	$1.05M	Sell	15,527 -3,076	-17%	-$203K	0.1%	222
2017 Q1	$1.22M	Sell	18,603 -2,606	-12%	-$178K	0.11%	220
2016 Q4	$1.41M	Buy	21,209 +19,264	+990%	+$1.12M	0.11%	227
2016 Q3	$91K	Buy	+1,945	New	+$87.1K	0.01%	502

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtus Investment Advisers's LNC Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Lincoln National (LNC) in Q1 2018, closing a stake of 13,300 shares — an estimated $1.02M sold.

Virtus Investment Advisers first reported a position in LNC in Q3 2016 and held it in 6 quarters. The position peaked at $1.41M in Q4 2016. 687 funds tracked by Wall St. Rank hold LNC as of Q1 2018.

Virtus Investment Advisers reported no remaining Lincoln National position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 13,300 Lincoln National shares in Q1 2018, an estimated $1.02M.
Virtus Investment Advisers first reported a position in Lincoln National in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's Lincoln National position peaked at $1.41M in Q4 2016.
687 funds tracked by Wall St. Rank held Lincoln National as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.