Lincoln National Corp’s ProShares Large Cap Core Plus CSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,938	Closed	-$359K	–	485
2018 Q3	$359K	Hold	9,938	–	–	0.01%	323
2018 Q2	$336K	Buy	9,938 +250	+3%	+$8.45K	0.01%	342
2018 Q1	$322K	Buy	+9,688	New	+$331K	0.01%	357

Other funds holding CSM

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 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

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

Lincoln National Corp's CSM Position: Q4 2018 in Review

Lincoln National Corp sold out of ProShares Large Cap Core Plus (CSM) in Q4 2018, closing a stake of 9,938 shares — an estimated $359K sold.

Lincoln National Corp first reported a position in CSM in Q1 2018 and held it in 3 quarters. The position peaked at $359K in Q3 2018. 88 funds tracked by Wall St. Rank hold CSM as of Q4 2018.

Lincoln National Corp reported no remaining ProShares Large Cap Core Plus position as of Q4 2018 after selling out during the quarter.
Lincoln National Corp sold 9,938 ProShares Large Cap Core Plus shares in Q4 2018, an estimated $359K.
Lincoln National Corp first reported a position in ProShares Large Cap Core Plus in Q1 2018 and held it in 3 quarters.
Lincoln National Corp's ProShares Large Cap Core Plus position peaked at $359K in Q3 2018.
88 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2018.

Based on Lincoln National Corp's 13F filing for Q4 2018, filed 8 Feb 2019.