LBA Wealth Management’s Lincoln National LNC Stock Holding History

LBA 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 Q1	$470K	Sell	7,178 -450	-6%	-$30.8K	0.25%	70
2016 Q4	$506K	Hold	7,628	–	–	0.28%	64
2016 Q3	$358K	Hold	7,628	–	–	0.2%	82
2016 Q2	$296K	Hold	7,628	–	–	0.17%	88
2016 Q1	$299K	Sell	7,628 -1,575	-17%	-$61.5K	0.17%	92
2015 Q4	$463K	Sell	9,203 -775	-8%	-$40.6K	0.27%	66
2015 Q3	$474K	Sell	9,978 -851	-8%	-$45.6K	0.3%	61
2015 Q2	$641K	Sell	10,829 -970	-8%	-$56.8K	0.4%	43
2015 Q1	$678K	Sell	11,799 -655	-5%	-$36.6K	0.43%	42
2014 Q4	$718K	Sell	12,454 -3,225	-21%	-$176K	0.48%	40
2014 Q3	$840K	Sell	15,679 -1,300	-8%	-$69.1K	0.58%	39
2014 Q2	$873K	Hold	16,979	–	–	0.71%	35
2014 Q1	$860K	Sell	16,979 -225	-1%	-$11.3K	0.7%	37
2013 Q4	$888K	Buy	+17,204	New	+$824K	0.73%	35

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

LBA Wealth Management's LNC Position: Q1 2017 in Review

LBA Wealth Management reduced its Lincoln National (LNC) stake by 5.9% in Q1 2017, selling an estimated $30.8K and leaving 7,178 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #70.

LBA Wealth Management first reported a position in LNC in Q4 2013 and has held it in 14 quarters since. The position peaked at $888K in Q4 2013. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

LBA Wealth Management held 7,178 shares of Lincoln National worth $470K as of Q1 2017.
LBA Wealth Management sold 450 Lincoln National shares in Q1 2017, an estimated $30.8K.
Lincoln National made up 0.25% of LBA Wealth Management's portfolio in Q1 2017, its #70 holding.
LBA Wealth Management first reported a position in Lincoln National in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Lincoln National position peaked at $888K in Q4 2013.
637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.