Lincoln National Corp’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,316	Closed	-$176K	–	650
2020 Q1	$176K	Sell	10,316 -16,594	-62%	-$333K	0.01%	540
2019 Q4	$555K	Buy	26,910 +9,469	+54%	+$196K	0.02%	372
2019 Q3	$362K	Buy	17,441 +2,627	+18%	+$54.4K	0.01%	412
2019 Q2	$310K	Buy	14,814 +4,475	+43%	+$91.2K	0.01%	412
2019 Q1	$209K	Buy	+10,339	New	+$203K	0.01%	471

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Lincoln National Corp's DBL Position: Q2 2020 in Review

Lincoln National Corp sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2020, closing a stake of 10,316 shares — an estimated $176K sold.

Lincoln National Corp first reported a position in DBL in Q1 2019 and held it in 5 quarters. The position peaked at $555K in Q4 2019. 64 funds tracked by Wall St. Rank hold DBL as of Q2 2020.

Lincoln National Corp reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2020 after selling out during the quarter.
Lincoln National Corp sold 10,316 DoubleLine Opportunistic Credit Fund shares in Q2 2020, an estimated $176K.
Lincoln National Corp first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2019 and held it in 5 quarters.
Lincoln National Corp's DoubleLine Opportunistic Credit Fund position peaked at $555K in Q4 2019.
64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2020.

Based on Lincoln National Corp's 13F filing for Q2 2020, filed 31 Jul 2020.