WFG Advisors’s Lincoln National LNC Stock Holding History

WFG Advisors’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
2017 Q2	$4K	Hold	60	–	–	﹤0.01%	1334
2017 Q1	$4K	Sell	60 -1,889	-97%	-$129K	﹤0.01%	1249
2016 Q4	$129K	Buy	1,949 +1,889	+3,148%	+$110K	0.03%	466
2016 Q3	$3K	Hold	60	–	–	﹤0.01%	1351
2016 Q2	$2K	Sell	60 -152	-72%	-$6.45K	﹤0.01%	1383
2016 Q1	$8K	Sell	212 -201	-49%	-$7.85K	﹤0.01%	1102
2015 Q4	$21K	Buy	413 +2	+0.5%	+$105	0.01%	883
2015 Q3	$20K	Buy	411 +1	+0.2%	+$54	0.01%	885
2015 Q2	$24K	Hold	410	–	–	0.01%	925
2015 Q1	$24K	Sell	410 -1,268	-76%	-$70.8K	0.01%	934
2014 Q4	$97K	Sell	1,678 -322	-16%	-$17.5K	0.02%	650
2014 Q3	$107K	Sell	2,000 -56	-3%	-$2.98K	0.02%	639
2014 Q2	$106K	Buy	2,056 +2	+0.1%	+$99	0.02%	639
2014 Q1	$104K	Buy	2,054 +1	+0%	+$50	0.02%	626
2013 Q4	$106K	Buy	2,053 +56	+3%	+$2.68K	0.02%	718
2013 Q3	$84K	Buy	1,997 +1	+0.1%	+$42	0.01%	753
2013 Q2	$73K	Buy	+1,996	New	+$68.1K	0.01%	762

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's LNC Position: Q2 2017 in Review

WFG Advisors held its Lincoln National (LNC) position steady in Q2 2017 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

WFG Advisors first reported a position in LNC in Q2 2013 and has held it in 17 quarters since. The position peaked at $129K in Q4 2016. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

WFG Advisors held 60 shares of Lincoln National worth $4K as of Q2 2017.
WFG Advisors left its Lincoln National share count unchanged in Q2 2017.
Lincoln National made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1334 holding.
WFG Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Lincoln National position peaked at $129K in Q4 2016.
646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.