Wagner Wealth Management (South Carolina)’s Lincoln National LNC Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	$149K	Hold	2,196	–	–	0.1%	154
2018 Q2	$137K	Hold	2,196	–	–	0.1%	149
2018 Q1	$160K	Hold	2,196	–	–	0.12%	128
2017 Q4	$184K	Buy	+2,196	New	+$166K	0.14%	114

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LNC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Lincoln National (LNC) position steady in Q3 2018 at 2,196 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #154.

Wagner Wealth Management (South Carolina) first reported a position in LNC in Q4 2017 and has held it in 4 quarters since. The position peaked at $184K in Q4 2017. 661 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

Wagner Wealth Management (South Carolina) held 2,196 shares of Lincoln National worth $149K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Lincoln National share count unchanged in Q3 2018.
Lincoln National made up 0.1% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #154 holding.
Wagner Wealth Management (South Carolina) first reported a position in Lincoln National in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s Lincoln National position peaked at $184K in Q4 2017.
661 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.