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

B. Riley 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
2015
Q3 		– Sell
-1,641
Closed -$97K – 496
2015
Q2 		$97K Sell
1,641
-900
-35% -$52.7K 0.08% 280
2015
Q1 		$145K Sell
2,541
-100
-4% -$5.58K 0.11% 229
2014
Q4 		$152K Sell
2,641
-16,600
-86% -$903K 0.12% 201
2014
Q3 		$1.03M Sell
19,241
-2,400
-11% -$128K 0.77% 20
2014
Q2 		$1.11M Buy
21,641
+17,600
+436% +$870K 0.72% 24
2014
Q1 		$205K Buy
+4,041
New +$203K 0.15% 185

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's LNC Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Lincoln National (LNC) in Q3 2015, closing a stake of 1,641 shares — an estimated $97K sold.

B. Riley Wealth Management first reported a position in LNC in Q1 2014 and held it in 6 quarters. The position peaked at $1.11M in Q2 2014. 567 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Lincoln National position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,641 Lincoln National shares in Q3 2015, an estimated $97K.
  • B. Riley Wealth Management first reported a position in Lincoln National in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Lincoln National position peaked at $1.11M in Q2 2014.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.