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WA
WealthTrust-Arizona’s
Lincoln National
LNC
Stock Holding History
WealthTrust-Arizona’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
Q2
–
Sell
-738
Closed
-$54K
–
690
2018
Q1
$54K
Sell
738
-126
-15%
-$9.88K
0.03%
152
2017
Q4
$66K
Sell
864
-114
-12%
-$8.63K
0.03%
140
2017
Q3
$72K
Sell
978
-237
-20%
-$16.7K
0.04%
128
2017
Q2
$82K
Hold
1,215
–
–
0.04%
110
2017
Q1
$80K
Hold
1,215
–
–
0.04%
108
2016
Q4
$81K
Buy
1,215
+97
+9%
+$5.64K
0.05%
108
2016
Q3
$53K
Buy
1,118
+81
+8%
+$3.63K
0.03%
135
2016
Q2
$40K
Buy
1,037
+195
+23%
+$8.27K
0.02%
169
2016
Q1
$33K
Sell
842
-153
-15%
-$5.97K
0.02%
184
2015
Q4
$50K
Buy
995
+13
+1%
+$680
0.03%
150
2015
Q3
$47K
Buy
982
+149
+18%
+$7.99K
0.03%
152
2015
Q2
$49K
Buy
833
+60
+8%
+$3.51K
0.03%
159
2015
Q1
$44K
Buy
773
+607
+366%
+$33.9K
0.03%
177
2014
Q4
$10K
Hold
166
–
–
0.01%
400
2014
Q3
$9K
Sell
166
-21
-11%
-$1.12K
0.01%
425
2014
Q2
$10K
Sell
187
-34
-15%
-$1.68K
0.01%
409
2014
Q1
$11K
Hold
221
–
–
0.01%
413
2013
Q4
$11K
Sell
221
-50
-18%
-$2.4K
0.01%
393
2013
Q3
$11K
Sell
271
-46
-15%
-$1.94K
0.01%
344
2013
Q2
$12K
Buy
+317
New
+$10.8K
0.02%
301
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
LAM
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$6.56B AUM
20.06%
1-Year Est. Return
Viking Global Investors
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$35.7B AUM
21.3%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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
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