Triangle Securities Wealth Management’s Lincoln National LNC Stock Holding History

Triangle Securities 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
2015 Q3	–	Sell	-4,092	Closed	-$242K	–	136
2015 Q2	$242K	Sell	4,092 -488	-11%	-$28.6K	0.17%	121
2015 Q1	$263K	Buy	4,580 +242	+6%	+$13.5K	0.18%	119
2014 Q4	$250K	Hold	4,338	–	–	0.18%	112
2014 Q3	$232K	Sell	4,338 -175	-4%	-$9.3K	0.18%	112
2014 Q2	$232K	Buy	+4,513	New	+$223K	0.18%	115
2014 Q1	–	Sell	-4,863	Closed	-$251K	–	122
2013 Q4	$251K	Hold	4,863	–	–	0.2%	108
2013 Q3	$204K	Hold	4,863	–	–	0.18%	118
2013 Q2	$177K	Buy	+4,863	New	+$166K	0.13%	125

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Triangle Securities Wealth Management's LNC Position: Q3 2015 in Review

Triangle Securities Wealth Management sold out of Lincoln National (LNC) in Q3 2015, closing a stake of 4,092 shares — an estimated $242K sold.

Triangle Securities Wealth Management first reported a position in LNC in Q2 2013 and held it in 8 quarters. The position peaked at $263K in Q1 2015. 568 funds tracked by Wall St. Rank hold LNC as of Q3 2015.

Triangle Securities Wealth Management reported no remaining Lincoln National position as of Q3 2015 after selling out during the quarter.
Triangle Securities Wealth Management sold 4,092 Lincoln National shares in Q3 2015, an estimated $242K.
Triangle Securities Wealth Management first reported a position in Lincoln National in Q2 2013 and held it in 8 quarters.
Triangle Securities Wealth Management's Lincoln National position peaked at $263K in Q1 2015.
568 funds tracked by Wall St. Rank held Lincoln National as of Q3 2015.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2015, filed 8 Oct 2015.