BRWA
LNC icon

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 -$17 – 1360
2014
Q4 		$17 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM