Evercore Wealth Management’s Lincoln National LNC Stock Holding History

Evercore 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
2018 Q1	–	Sell	-20	Closed	-$2K	–	603
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	888
2017 Q3	$1K	Sell	20 -150	-88%	-$10.6K	﹤0.01%	893
2017 Q2	$11K	Buy	170 +126	+286%	+$8.33K	﹤0.01%	810
2017 Q1	$3K	Sell	44 -25	-36%	-$1.71K	﹤0.01%	927
2016 Q4	$5K	Sell	69 -1,282	-95%	-$74.6K	﹤0.01%	886
2016 Q3	$63K	Buy	1,351 +1,057	+360%	+$47.3K	﹤0.01%	560
2016 Q2	$11K	Buy	294 +161	+121%	+$6.83K	﹤0.01%	846
2016 Q1	$5K	Buy	133 +55	+71%	+$2.15K	﹤0.01%	854
2015 Q4	$4K	Buy	78 +3	+4%	+$157	﹤0.01%	940
2015 Q3	$4K	Buy	+75	New	+$4.02K	﹤0.01%	898
2015 Q2	–	Sell	-108	Closed	-$6K	–	1079
2015 Q1	$6K	Sell	108 -67	-38%	-$3.74K	﹤0.01%	917
2014 Q4	$10K	Buy	175 +2	+1%	+$109	﹤0.01%	741
2014 Q3	$9K	Hold	173	–	–	﹤0.01%	827
2014 Q2	$9K	Buy	+173	New	+$8.55K	﹤0.01%	853

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's LNC Position: Q1 2018 in Review

Evercore Wealth Management sold out of Lincoln National (LNC) in Q1 2018, closing a stake of 20 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in LNC in Q2 2014 and held it in 14 quarters. The position peaked at $63K in Q3 2016. 687 funds tracked by Wall St. Rank hold LNC as of Q1 2018.

Evercore Wealth Management reported no remaining Lincoln National position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 20 Lincoln National shares in Q1 2018, an estimated $2K.
Evercore Wealth Management first reported a position in Lincoln National in Q2 2014 and held it in 14 quarters.
Evercore Wealth Management's Lincoln National position peaked at $63K in Q3 2016.
687 funds tracked by Wall St. Rank held Lincoln National as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.