Piershale Financial Group’s Lincoln National LNC Stock Holding History

Piershale Financial Group’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	-287	Closed	-$13K	–	83
2016 Q3	$13K	Hold	287	–	–	0.01%	81
2016 Q2	$11K	Hold	287	–	–	0.01%	85
2016 Q1	$11K	Hold	287	–	–	0.01%	78
2015 Q4	$14K	Hold	287	–	–	0.01%	94
2015 Q3	$14K	Hold	287	–	–	0.01%	62
2015 Q2	$17K	Hold	287	–	–	0.01%	59
2015 Q1	$16K	Hold	287	–	–	0.01%	67
2014 Q4	$17K	Hold	287	–	–	0.01%	79
2014 Q3	$15K	Hold	287	–	–	0.01%	71
2014 Q2	$15K	Hold	287	–	–	0.01%	77
2014 Q1	$15K	Hold	287	–	–	0.02%	64
2013 Q4	$15K	Sell	287 -287	-50%	-$13.7K	0.02%	50
2013 Q3	$24K	Buy	574 +287	+100%	+$12.1K	0.02%	51
2013 Q2	$10K	Buy	+287	New	+$9.79K	0.02%	57

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

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 18.13% 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

Piershale Financial Group's LNC Position: Q4 2016 in Review

Piershale Financial Group sold out of Lincoln National (LNC) in Q4 2016, closing a stake of 287 shares — an estimated $13K sold.

Piershale Financial Group first reported a position in LNC in Q2 2013 and held it in 14 quarters. The position peaked at $24K in Q3 2013. 629 funds tracked by Wall St. Rank hold LNC as of Q4 2016.

Piershale Financial Group reported no remaining Lincoln National position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 287 Lincoln National shares in Q4 2016, an estimated $13K.
Piershale Financial Group first reported a position in Lincoln National in Q2 2013 and held it in 14 quarters.
Piershale Financial Group's Lincoln National position peaked at $24K in Q3 2013.
629 funds tracked by Wall St. Rank held Lincoln National as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.