Lincoln National Corp’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,288	Closed	-$208K	–	621
2019 Q2	$208K	Sell	8,288 -3,353	-29%	-$84.5K	0.01%	520
2019 Q1	$297K	Buy	+11,641	New	+$291K	0.01%	390
2018 Q4	–	Sell	-21,117	Closed	-$580K	–	531
2018 Q3	$580K	Hold	21,117	–	–	0.02%	248
2018 Q2	$562K	Buy	21,117 +200	+1%	+$5.23K	0.02%	245
2018 Q1	$502K	Sell	20,917 -20,517	-50%	-$562K	0.02%	261
2017 Q4	$1.14M	Buy	41,434 +30,405	+276%	+$825K	0.03%	216
2017 Q3	$311K	Buy	+11,029	New	+$317K	0.01%	309

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Lincoln National Corp's AMJ Position: Q3 2019 in Review

Lincoln National Corp sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 8,288 shares — an estimated $208K sold.

Lincoln National Corp first reported a position in AMJ in Q3 2017 and held it in 7 quarters. The position peaked at $1.14M in Q4 2017. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

Lincoln National Corp reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
Lincoln National Corp sold 8,288 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $208K.
Lincoln National Corp first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2017 and held it in 7 quarters.
Lincoln National Corp's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.14M in Q4 2017.
267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Lincoln National Corp's 13F filing for Q3 2019, filed 6 Nov 2019.