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Braver Wealth Management’s Lincoln National LNC Stock Holding History

Braver 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
2016
Q4 		$634K Buy
9,563
+3,188
+50% +$185K 0.1% 110
2016
Q3 		$299K Sell
6,375
-113
-2% -$5.06K 0.05% 124
2016
Q2 		$252K Hold
6,488
– – 0.04% 125
2016
Q1 		$254K Buy
+6,488
New +$253K 0.04% 131

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Braver Wealth Management's LNC Position: Q4 2016 in Review

Braver Wealth Management increased its Lincoln National (LNC) stake by 50% in Q4 2016, buying an estimated $185K and bringing the position to 9,563 shares worth $634K. The position accounts for 0.1% of the portfolio, ranked #110.

Braver Wealth Management first reported a position in LNC in Q1 2016 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold LNC as of Q4 2016.

  • Braver Wealth Management held 9,563 shares of Lincoln National worth $634K as of Q4 2016.
  • Braver Wealth Management bought 3,188 Lincoln National shares in Q4 2016, an estimated $185K.
  • Lincoln National made up 0.1% of Braver Wealth Management's portfolio in Q4 2016, its #110 holding.
  • Braver Wealth Management first reported a position in Lincoln National in Q1 2016 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.