Lincoln National Corp’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,365	Closed	-$587K	–	61
2024 Q1	$587K	Buy	12,365 +2,622	+27%	+$118K	0.01%	692
2023 Q4	$414K	Buy	9,743 +2,843	+41%	+$121K	0.01%	738
2023 Q3	$291K	Buy	6,900 +487	+8%	+$20K	0.01%	799
2023 Q2	$251K	Buy	6,413 +162	+3%	+$6.28K	0.01%	866
2023 Q1	$242K	Sell	6,251 -2,735	-30%	-$107K	0.01%	849
2022 Q4	$342K	Buy	8,986 +28	+0.3%	+$1.1K	0.01%	654
2022 Q3	$328K	Buy	+8,958	New	+$341K	0.01%	620
2022 Q2	–	Sell	-6,634	Closed	-$254K	–	862
2022 Q1	$254K	Sell	6,634 -6,919	-51%	-$255K	0.01%	774
2021 Q4	$443K	Sell	13,553 -4,058	-23%	-$137K	0.01%	563
2021 Q3	$587K	Buy	17,611 +9,658	+121%	+$322K	0.01%	451
2021 Q2	$290K	Sell	7,953 -2,411	-23%	-$82.7K	0.01%	679
2021 Q1	$316K	Sell	10,364 -2,069	-17%	-$60.4K	0.01%	600
2020 Q4	$319K	Buy	+12,433	New	+$299K	0.01%	555
2020 Q3	–	Sell	-8,871	Closed	-$218K	–	683
2020 Q2	$218K	Sell	8,871 -254	-3%	-$6.22K	0.01%	582
2020 Q1	$157K	Buy	9,125 +463	+5%	+$15.7K	0.01%	548
2019 Q4	$368K	Buy	8,662 +443	+5%	+$18.6K	0.01%	450
2019 Q3	$376K	Sell	8,219 -966	-11%	-$45.7K	0.01%	406
2019 Q2	$452K	Sell	9,185 -2,548	-22%	-$126K	0.02%	339
2019 Q1	$588K	Sell	11,733 -1,941	-14%	-$95.2K	0.02%	273
2018 Q4	$597K	Buy	13,674 +7,154	+110%	+$351K	0.03%	235
2018 Q3	$348K	Buy	6,520 +659	+11%	+$35.5K	0.01%	330
2018 Q2	$296K	Sell	5,861 -80	-1%	-$4.06K	0.01%	362
2018 Q1	$278K	Sell	5,941 -7,500	-56%	-$401K	0.01%	383
2017 Q4	$725K	Buy	13,441 +5,984	+80%	+$320K	0.02%	287
2017 Q3	$418K	Buy	7,457 +1,708	+30%	+$97.7K	0.02%	242
2017 Q2	$344K	Sell	5,749 -197	-3%	-$12K	0.02%	243
2017 Q1	$378K	Buy	+5,946	New	+$382K	0.02%	226

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lincoln National Corp's AMLP Position: Q2 2024 in Review

Lincoln National Corp sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 12,365 shares — an estimated $587K sold.

Lincoln National Corp first reported a position in AMLP in Q1 2017 and held it in 27 quarters. The position peaked at $725K in Q4 2017. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

Lincoln National Corp reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 12,365 Alerian MLP ETF shares in Q2 2024, an estimated $587K.
Lincoln National Corp first reported a position in Alerian MLP ETF in Q1 2017 and held it in 27 quarters.
Lincoln National Corp's Alerian MLP ETF position peaked at $725K in Q4 2017.
647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.