Lincoln National Corp’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-66,680	Closed	-$1.47M	–	813
2020 Q4	$1.47M	Sell	66,680 -11,962	-15%	-$260K	0.04%	218
2020 Q3	$1.69M	Buy	+78,642	New	+$1.7M	0.05%	185
2020 Q1	–	Sell	-49,287	Closed	-$1.03M	–	605
2019 Q4	$1.03M	Buy	49,287 +31,904	+184%	+$663K	0.03%	256
2019 Q3	$362K	Buy	+17,383	New	+$359K	0.01%	413

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

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

Lincoln National Corp's DIAL Position: Q1 2021 in Review

Lincoln National Corp sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2021, closing a stake of 66,680 shares — an estimated $1.47M sold.

Lincoln National Corp first reported a position in DIAL in Q3 2019 and held it in 4 quarters. The position peaked at $1.69M in Q3 2020. 74 funds tracked by Wall St. Rank hold DIAL as of Q1 2021.

Lincoln National Corp reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
Lincoln National Corp sold 66,680 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2021, an estimated $1.47M.
Lincoln National Corp first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and held it in 4 quarters.
Lincoln National Corp's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.69M in Q3 2020.
74 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2021.

Based on Lincoln National Corp's 13F filing for Q1 2021, filed 10 May 2021.