B. Riley Wealth Advisors’s Lincoln National LNC Stock Holding History

B. Riley Wealth 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
2018 Q2	–	Sell	-4,059	Closed	-$298K	–	700
2018 Q1	$298K	Buy	4,059 +127	+3%	+$9.96K	0.04%	460
2017 Q4	$303K	Sell	3,932 -23	-0.6%	-$1.74K	0.04%	441
2017 Q3	$292K	Sell	3,955 -130	-3%	-$9.17K	0.05%	382
2017 Q2	$277K	Buy	4,085 +1	+0%	+$66	0.05%	390
2017 Q1	$268K	Sell	4,084 -108	-3%	-$7.38K	0.05%	382
2016 Q4	$278K	Buy	+4,192	New	+$244K	0.06%	364
2015 Q1	–	Sell	-303	Closed	-$17K	–	1358
2014 Q4	$17K	Buy	+303	New	+$16.5K	﹤0.01%	2635
2014 Q3	–	Sell	-303	Closed	-$15.6K	–	1344
2014 Q2	$15.6K	Buy	+303	New	+$15K	﹤0.01%	1583

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's LNC Position: Q2 2018 in Review

B. Riley Wealth Advisors sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 4,059 shares — an estimated $298K sold.

B. Riley Wealth Advisors first reported a position in LNC in Q2 2014 and held it in 8 quarters. The position peaked at $303K in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

B. Riley Wealth Advisors reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,059 Lincoln National shares in Q2 2018, an estimated $298K.
B. Riley Wealth Advisors first reported a position in Lincoln National in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's Lincoln National position peaked at $303K in Q4 2017.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.