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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

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 $3.37T AUM 44.26% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthTrust-Arizona's LNC Position: Q2 2018 in Review

WealthTrust-Arizona sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 738 shares — an estimated $54K sold.

WealthTrust-Arizona first reported a position in LNC in Q2 2013 and held it in 20 quarters. The position peaked at $82K in Q2 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

  • WealthTrust-Arizona reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 738 Lincoln National shares in Q2 2018, an estimated $54K.
  • WealthTrust-Arizona first reported a position in Lincoln National in Q2 2013 and held it in 20 quarters.
  • WealthTrust-Arizona's Lincoln National position peaked at $82K in Q2 2017.
  • 672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.