ZWJ Investment Counsel’s Lincoln National LNC Stock Holding History

ZWJ Investment Counsel’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 Q1	–	Sell	-7,800	Closed	-$600K	–	226
2017 Q4	$600K	Hold	7,800	–	–	0.05%	153
2017 Q3	$573K	Sell	7,800 -100	-1%	-$7.06K	0.04%	149
2017 Q2	$534K	Hold	7,900	–	–	0.04%	159
2017 Q1	$517K	Buy	+7,900	New	+$540K	0.04%	169

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ZWJ Investment Counsel's LNC Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Lincoln National (LNC) in Q1 2018, closing a stake of 7,800 shares — an estimated $600K sold.

ZWJ Investment Counsel first reported a position in LNC in Q1 2017 and held it in 4 quarters. The position peaked at $600K in Q4 2017. 687 funds tracked by Wall St. Rank hold LNC as of Q1 2018.

ZWJ Investment Counsel reported no remaining Lincoln National position as of Q1 2018 after selling out during the quarter.
ZWJ Investment Counsel sold 7,800 Lincoln National shares in Q1 2018, an estimated $600K.
ZWJ Investment Counsel first reported a position in Lincoln National in Q1 2017 and held it in 4 quarters.
ZWJ Investment Counsel's Lincoln National position peaked at $600K in Q4 2017.
687 funds tracked by Wall St. Rank held Lincoln National as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.