RWA Wealth Partners’s Lincoln National LNC Stock Holding History

RWA Wealth Partners’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
2018 Q1	–	Sell	-7,739	Closed	-$595K	–	597
2017 Q4	$595K	Sell	7,739 -509	-6%	-$38.5K	0.07%	154
2017 Q3	$606K	Sell	8,248 -341	-4%	-$24.1K	0.07%	144
2017 Q2	$580K	Sell	8,589 -64	-0.7%	-$4.23K	0.07%	125
2017 Q1	$566K	Buy	+8,653	New	+$592K	0.07%	122

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LAM

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

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

Norges Bank Oslo, Norway $1T AUM

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

RWA Wealth Partners's LNC Position: Q1 2018 in Review

RWA Wealth Partners sold out of Lincoln National (LNC) in Q1 2018, closing a stake of 7,739 shares — an estimated $595K sold.

RWA Wealth Partners first reported a position in LNC in Q1 2017 and held it in 4 quarters. The position peaked at $606K in Q3 2017. 687 funds tracked by Wall St. Rank hold LNC as of Q1 2018.

RWA Wealth Partners reported no remaining Lincoln National position as of Q1 2018 after selling out during the quarter.
RWA Wealth Partners sold 7,739 Lincoln National shares in Q1 2018, an estimated $595K.
RWA Wealth Partners first reported a position in Lincoln National in Q1 2017 and held it in 4 quarters.
RWA Wealth Partners's Lincoln National position peaked at $606K in Q3 2017.
687 funds tracked by Wall St. Rank held Lincoln National as of Q1 2018.

Based on RWA Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.