Lincoln National Corp’s Adams Diversified Equity Fund ADX Stock Holding History

Lincoln National Corp’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-14,071	Closed	-$211K	–	480
2017 Q4	$211K	Buy	+14,071	New	+$215K	0.01%	584

Other funds holding ADX

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Lincoln National Corp's ADX Position: Q1 2018 in Review

Lincoln National Corp sold out of Adams Diversified Equity Fund (ADX) in Q1 2018, closing a stake of 14,071 shares — an estimated $211K sold.

Lincoln National Corp first reported a position in ADX in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 105 funds tracked by Wall St. Rank hold ADX as of Q1 2018.

Lincoln National Corp reported no remaining Adams Diversified Equity Fund position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 14,071 Adams Diversified Equity Fund shares in Q1 2018, an estimated $211K.
Lincoln National Corp first reported a position in Adams Diversified Equity Fund in Q4 2017 and held it in 1 quarter.
Lincoln National Corp's Adams Diversified Equity Fund position peaked at $211K in Q4 2017.
105 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.