Concert Wealth Management’s Lincoln National LNC Stock Holding History

Concert 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
2017 Q2	–	Sell	-3,311	Closed	-$218K	–	309
2017 Q1	$218K	Sell	3,311 -170	-5%	-$11.6K	0.05%	432
2016 Q4	$229K	Buy	+3,481	New	+$202K	0.05%	427
2015 Q1	–	Sell	-3,630	Closed	-$212K	–	567
2014 Q4	$212K	Buy	+3,630	New	+$198K	0.03%	564

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's LNC Position: Q2 2017 in Review

Concert Wealth Management sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 3,311 shares — an estimated $218K sold.

Concert Wealth Management first reported a position in LNC in Q4 2014 and held it in 3 quarters. The position peaked at $229K in Q4 2016. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

Concert Wealth Management reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,311 Lincoln National shares in Q2 2017, an estimated $218K.
Concert Wealth Management first reported a position in Lincoln National in Q4 2014 and held it in 3 quarters.
Concert Wealth Management's Lincoln National position peaked at $229K in Q4 2016.
646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.