Joel Isaacson & Co’s Lincoln National LNC Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-481	Closed	-$32K	–	370
2016 Q4	$32K	Hold	481	–	–	0.01%	373
2016 Q3	$23K	Hold	481	–	–	﹤0.01%	443
2016 Q2	$19K	Hold	481	–	–	﹤0.01%	470
2016 Q1	$19K	Hold	481	–	–	﹤0.01%	492
2015 Q4	$24K	Buy	481 +56	+13%	+$2.93K	0.01%	442
2015 Q3	$20K	Hold	425	–	–	0.01%	480
2015 Q2	$25K	Hold	425	–	–	0.01%	467
2015 Q1	$24K	Hold	425	–	–	0.01%	467
2014 Q4	$25K	Buy	+425	New	+$23.1K	0.01%	406

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

LAM

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

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

Joel Isaacson & Co's LNC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 481 shares — an estimated $32K sold.

Joel Isaacson & Co first reported a position in LNC in Q4 2014 and held it in 9 quarters. The position peaked at $32K in Q4 2016. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

Joel Isaacson & Co reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 481 Lincoln National shares in Q1 2017, an estimated $32K.
Joel Isaacson & Co first reported a position in Lincoln National in Q4 2014 and held it in 9 quarters.
Joel Isaacson & Co's Lincoln National position peaked at $32K in Q4 2016.
637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.