Wealthfront’s Lincoln National LNC Stock Holding History

Wealthfront’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	$1.2M	Buy	17,788 +5,002	+39%	+$330K	0.01%	220
2018 Q2	$796K	Sell	12,786 -2,532	-17%	-$173K	0.01%	302
2018 Q1	$1.12M	Sell	15,318 -1,917	-11%	-$150K	0.01%	231
2017 Q4	$1.32M	Buy	17,235 +1,011	+6%	+$76.5K	0.01%	177
2017 Q3	$1.19M	Buy	16,224 +4,584	+39%	+$323K	0.02%	163
2017 Q2	$787K	Buy	11,640 +4,856	+72%	+$321K	0.01%	187
2017 Q1	$444K	Buy	6,784 +96	+1%	+$6.56K	0.01%	246
2016 Q4	$443K	Buy	6,688 +477	+8%	+$27.7K	0.01%	218
2016 Q3	$292K	Buy	+6,211	New	+$278K	0.01%	273
2015 Q4	–	Sell	-2,459	Closed	-$117K	–	717
2015 Q3	$117K	Sell	2,459 -1,149	-32%	-$61.6K	﹤0.01%	376
2015 Q2	$214K	Buy	3,608 +510	+16%	+$29.9K	0.01%	252
2015 Q1	$178K	Buy	3,098 +1,460	+89%	+$81.5K	0.01%	270
2014 Q4	$94K	Buy	1,638 +142	+9%	+$7.73K	0.01%	363
2014 Q3	$80K	Buy	1,496 +662	+79%	+$35.2K	0.01%	330
2014 Q2	$44K	Buy	834 +494	+145%	+$24.4K	﹤0.01%	388
2014 Q1	$17K	Buy	+340	New	+$17.1K	﹤0.01%	457

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

Wealthfront's LNC Position: Q3 2018 in Review

Wealthfront increased its Lincoln National (LNC) stake by 39% in Q3 2018, buying an estimated $330K and bringing the position to 17,788 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #220.

Wealthfront first reported a position in LNC in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2017. 661 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

Wealthfront held 17,788 shares of Lincoln National worth $1.2M as of Q3 2018.
Wealthfront bought 5,002 Lincoln National shares in Q3 2018, an estimated $330K.
Lincoln National made up 0.01% of Wealthfront's portfolio in Q3 2018, its #220 holding.
Wealthfront first reported a position in Lincoln National in Q1 2014 and has held it in 16 quarters since.
Wealthfront's Lincoln National position peaked at $1.32M in Q4 2017.
661 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.