Lincoln National Corp’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-13,053	Closed	-$324K	–	587
2019 Q1	$324K	Sell	13,053 -76,540	-85%	-$1.92M	0.01%	376
2018 Q4	$2M	Sell	89,593 -147,915	-62%	-$3.7M	0.09%	99
2018 Q3	$6.71M	Buy	237,508 +196,679	+482%	+$5.71M	0.23%	44
2018 Q2	$1.17M	Buy	+40,829	New	+$1.15M	0.04%	149

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lincoln National Corp's CSML Position: Q2 2019 in Review

Lincoln National Corp sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2019, closing a stake of 13,053 shares — an estimated $324K sold.

Lincoln National Corp first reported a position in CSML in Q2 2018 and held it in 4 quarters. The position peaked at $6.71M in Q3 2018. 33 funds tracked by Wall St. Rank hold CSML as of Q2 2019.

Lincoln National Corp reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Lincoln National Corp sold 13,053 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2019, an estimated $324K.
Lincoln National Corp first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q2 2018 and held it in 4 quarters.
Lincoln National Corp's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $6.71M in Q3 2018.
33 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2019.

Based on Lincoln National Corp's 13F filing for Q2 2019, filed 6 Aug 2019.