Lincoln National Corp’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,407	Closed	-$214K	–	481
2018 Q2	$214K	Buy	+4,407	New	+$214K	0.01%	440
2018 Q1	–	Sell	-5,642	Closed	-$286K	–	482
2017 Q4	$286K	Buy	+5,642	New	+$286K	0.01%	509

Other funds holding AGGY

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Lincoln National Corp's AGGY Position: Q3 2018 in Review

Lincoln National Corp sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2018, closing a stake of 4,407 shares — an estimated $214K sold.

Lincoln National Corp first reported a position in AGGY in Q4 2017 and held it in 2 quarters. The position peaked at $286K in Q4 2017. 55 funds tracked by Wall St. Rank hold AGGY as of Q3 2018.

Lincoln National Corp reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2018 after selling out during the quarter.
Lincoln National Corp sold 4,407 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2018, an estimated $214K.
Lincoln National Corp first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 2 quarters.
Lincoln National Corp's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $286K in Q4 2017.
55 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2018.

Based on Lincoln National Corp's 13F filing for Q3 2018, filed 6 Nov 2018.