Integrated Wealth Management (Palm Desert)’s Lincoln National LNC Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-54	Closed	-$3K	–	689
2016 Q3	$3K	Hold	54	–	–	﹤0.01%	999
2016 Q2	$2K	Hold	54	–	–	﹤0.01%	1084
2016 Q1	$2K	Hold	54	–	–	﹤0.01%	1013
2015 Q4	$3K	Hold	54	–	–	﹤0.01%	1024
2015 Q3	$3K	Hold	54	–	–	﹤0.01%	1038
2015 Q2	$3K	Hold	54	–	–	﹤0.01%	1065
2015 Q1	$3K	Buy	+54	New	+$3.02K	﹤0.01%	1035

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 $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LNC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Lincoln National (LNC) in Q4 2016, closing a stake of 54 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LNC in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 630 funds tracked by Wall St. Rank hold LNC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lincoln National position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 54 Lincoln National shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Lincoln National in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lincoln National position peaked at $3K in Q3 2016.
630 funds tracked by Wall St. Rank held Lincoln National as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.