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Willingdon Wealth Management’s Lincoln National LNC Stock Holding History

Willingdon Wealth Management’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
Q4 		– Sell
-37
Closed -$2K – 473
2019
Q3 		$2K Buy
+37
New +$2.21K ﹤0.01% 353

Other funds holding LNC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Willingdon Wealth Management's LNC Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 37 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in LNC in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 37 Lincoln National shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Lincoln National in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Lincoln National position peaked at $2K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.