Apriem Advisors’s Lincoln National LNC Stock Holding History

Apriem 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	–	Sell	-13	Closed	-$1K	–	359
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	633
2016 Q4	$1K	Buy	+13	New	+$756	﹤0.01%	669

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

Apriem Advisors's LNC Position: Q2 2017 in Review

Apriem Advisors sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 13 shares — an estimated $1K sold.

Apriem Advisors first reported a position in LNC in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

Apriem Advisors reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 13 Lincoln National shares in Q2 2017, an estimated $1K.
Apriem Advisors first reported a position in Lincoln National in Q4 2016 and held it in 2 quarters.
Apriem Advisors's Lincoln National position peaked at $1K in Q1 2017.
646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.