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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return