Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAM
Wealthspire Advisors (Maryland)’s
Lincoln National
LNC
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
LNC Stock Details
LNC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,377
Closed
-$81K
–
1347
2019
Q1
$81K
Buy
1,377
+63
+5%
+$3.73K
0.01%
717
2018
Q4
$67K
Buy
1,314
+53
+4%
+$3.22K
0.01%
742
2018
Q3
$85K
Buy
1,261
+152
+14%
+$10K
0.01%
755
2018
Q2
$69K
Buy
1,109
+4
+0.4%
+$274
0.01%
857
2018
Q1
$81K
Sell
1,105
-26
-2%
-$2.04K
0.01%
791
2017
Q4
$87K
Buy
1,131
+68
+6%
+$5.14K
0.01%
769
2017
Q3
$78K
Sell
1,063
-117
-10%
-$8.26K
0.01%
804
2017
Q2
$80K
Buy
1,180
+523
+80%
+$34.6K
0.01%
778
2017
Q1
$43K
Buy
657
+37
+6%
+$2.53K
0.01%
839
2016
Q4
$41K
Buy
620
+63
+11%
+$3.67K
0.01%
828
2016
Q3
$26K
Buy
557
+143
+35%
+$6.4K
﹤0.01%
986
2016
Q2
$16K
Hold
414
–
–
﹤0.01%
1070
2016
Q1
$16K
Sell
414
-1,042
-72%
-$40.7K
﹤0.01%
1043
2015
Q4
$73K
Buy
+1,456
New
+$76.2K
0.01%
612
Other funds holding LNC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close