LNC
ALFA

Lincoln National Corp’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Lincoln National Corp’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,963
Closed -$225K – 727
2020
Q2 		$225K Sell
3,963
-10,096
-72% -$529K 0.01% 571
2020
Q1 		$623K Buy
+14,059
New +$779K 0.02% 294

Other funds holding ALFA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Lincoln National Corp's ALFA Position: Q3 2020 in Review

Lincoln National Corp sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q3 2020, closing a stake of 3,963 shares — an estimated $225K sold.

Lincoln National Corp first reported a position in ALFA in Q1 2020 and held it in 2 quarters. The position peaked at $623K in Q1 2020. 15 funds tracked by Wall St. Rank hold ALFA as of Q3 2020.

  • Lincoln National Corp reported no remaining AlphaClone Alternative Alpha ETF position as of Q3 2020 after selling out during the quarter.
  • Lincoln National Corp sold 3,963 AlphaClone Alternative Alpha ETF shares in Q3 2020, an estimated $225K.
  • Lincoln National Corp first reported a position in AlphaClone Alternative Alpha ETF in Q1 2020 and held it in 2 quarters.
  • Lincoln National Corp's AlphaClone Alternative Alpha ETF position peaked at $623K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.