Wealthcare Capital Management’s Lincoln National LNC Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-68	Closed	-$4K	–	400
2021 Q1	$4K	Buy	+68	New	+$3.76K	﹤0.01%	433
2020 Q1	–	Sell	-36	Closed	-$2K	–	475
2019 Q4	$2K	Buy	+36	New	+$2.12K	﹤0.01%	500
2015 Q3	–	Sell	-88	Closed	–	–	330
2015 Q2	$0	Sell	88 -841	-91%	-$49.2K	﹤0.01%	661
2015 Q1	$53K	Buy	+929	New	+$51.9K	0.01%	241
2014 Q4	–	Sell	-129	Closed	-$7K	–	235
2014 Q3	$7K	Buy	+129	New	+$6.86K	﹤0.01%	190

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's LNC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 68 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in LNC in Q3 2014 and held it in 5 quarters. The position peaked at $53K in Q1 2015. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

Wealthcare Capital Management reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 68 Lincoln National shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in Lincoln National in Q3 2014 and held it in 5 quarters.
Wealthcare Capital Management's Lincoln National position peaked at $53K in Q1 2015.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.