Gupta Wealth Management’s Lincoln National LNC Stock Holding History

Gupta 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 Q1	–	Sell	-706	Closed	-$35K	–	1220
2015 Q4	$35K	Hold	706	–	–	0.01%	507
2015 Q3	$34K	Buy	706 +665	+1,622%	+$35.7K	0.01%	532
2015 Q2	$2K	Hold	41	–	–	﹤0.01%	1142
2015 Q1	$2K	Buy	+41	New	+$2.29K	﹤0.01%	1015

Other funds holding LNC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's LNC Position: Q1 2016 in Review

Gupta Wealth Management sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 706 shares — an estimated $35K sold.

Gupta Wealth Management first reported a position in LNC in Q1 2015 and held it in 4 quarters. The position peaked at $35K in Q4 2015. 556 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

Gupta Wealth Management reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 706 Lincoln National shares in Q1 2016, an estimated $35K.
Gupta Wealth Management first reported a position in Lincoln National in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Lincoln National position peaked at $35K in Q4 2015.
556 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.