Lincoln National Corp’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,021	Closed	-$119K	–	594
2019 Q4	$119K	Sell	12,021 -212	-2%	-$1.99K	﹤0.01%	623
2019 Q3	$112K	Buy	+12,233	New	+$110K	﹤0.01%	557
2019 Q2	–	Sell	-10,441	Closed	-$89K	–	560
2019 Q1	$89K	Buy	+10,441	New	+$88.2K	﹤0.01%	499

Other funds holding BDJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lincoln National Corp's BDJ Position: Q1 2020 in Review

Lincoln National Corp sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2020, closing a stake of 12,021 shares — an estimated $119K sold.

Lincoln National Corp first reported a position in BDJ in Q1 2019 and held it in 3 quarters. The position peaked at $119K in Q4 2019. 179 funds tracked by Wall St. Rank hold BDJ as of Q1 2020.

Lincoln National Corp reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2020 after selling out during the quarter.
Lincoln National Corp sold 12,021 BlackRock Enhanced Equity Dividend Trust shares in Q1 2020, an estimated $119K.
Lincoln National Corp first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2019 and held it in 3 quarters.
Lincoln National Corp's BlackRock Enhanced Equity Dividend Trust position peaked at $119K in Q4 2019.
179 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2020.

Based on Lincoln National Corp's 13F filing for Q1 2020, filed 24 Apr 2020.