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Wealthspire Advisors (Maryland)’s Lincoln National LNC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,377
Closed -$81K – 1321
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LNC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lincoln National (LNC) in Q2 2019, closing a stake of 1,377 shares — an estimated $81K sold.

Wealthspire Advisors (Maryland) first reported a position in LNC in Q4 2015 and held it in 14 quarters. The position peaked at $87K in Q4 2017. 664 funds tracked by Wall St. Rank hold LNC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lincoln National position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,377 Lincoln National shares in Q2 2019, an estimated $81K.
  • Wealthspire Advisors (Maryland) first reported a position in Lincoln National in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Lincoln National position peaked at $87K in Q4 2017.
  • 664 funds tracked by Wall St. Rank held Lincoln National as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.