LNC
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Lincoln National Corp’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lincoln National Corp’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,318
Closed -$218K – 497
2018
Q1 		$218K Sell
8,318
-7,870
-49% -$216K 0.01% 433
2017
Q4 		$451K Buy
+16,188
New +$432K 0.01% 391

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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lincoln National Corp's EPI Position: Q2 2018 in Review

Lincoln National Corp sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 8,318 shares — an estimated $218K sold.

Lincoln National Corp first reported a position in EPI in Q4 2017 and held it in 2 quarters. The position peaked at $451K in Q4 2017. 170 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • Lincoln National Corp reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Lincoln National Corp sold 8,318 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $218K.
  • Lincoln National Corp first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 2 quarters.
  • Lincoln National Corp's WisdomTree India Earnings Fund ETF position peaked at $451K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Lincoln National Corp's 13F filing for Q2 2018, filed 8 Aug 2018.