Lincoln National Corp’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-21,794	Closed	-$574K	–	191
2015 Q1	$574K	Hold	21,794	–	–	0.05%	107
2014 Q4	$564K	Hold	21,794	–	–	0.05%	98
2014 Q3	$581K	Hold	21,794	–	–	0.06%	96
2014 Q2	$598K	Buy	+21,794	New	+$596K	0.06%	94

Other funds holding BSJG

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lincoln National Corp's BSJG Position: Q2 2015 in Review

Lincoln National Corp sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q2 2015, closing a stake of 21,794 shares — an estimated $574K sold.

Lincoln National Corp first reported a position in BSJG in Q2 2014 and held it in 4 quarters. The position peaked at $598K in Q2 2014. 73 funds tracked by Wall St. Rank hold BSJG as of Q2 2015.

Lincoln National Corp reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
Lincoln National Corp sold 21,794 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q2 2015, an estimated $574K.
Lincoln National Corp first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2014 and held it in 4 quarters.
Lincoln National Corp's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $598K in Q2 2014.
73 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q2 2015.

Based on Lincoln National Corp's 13F filing for Q2 2015, filed 12 Aug 2015.