LNC
FT

Lincoln National Corp’s Franklin Universal Trust FT Stock Holding History

Lincoln National Corp’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,110
Closed -$72K – 536
2017
Q4 		$72K Buy
+10,110
New +$73.3K ﹤0.01% 626

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AAM
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BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lincoln National Corp's FT Position: Q1 2018 in Review

Lincoln National Corp sold out of Franklin Universal Trust (FT) in Q1 2018, closing a stake of 10,110 shares — an estimated $72K sold.

Lincoln National Corp first reported a position in FT in Q4 2017 and held it in 1 quarter. The position peaked at $72K in Q4 2017. 39 funds tracked by Wall St. Rank hold FT as of Q1 2018.

  • Lincoln National Corp reported no remaining Franklin Universal Trust position as of Q1 2018 after selling out during the quarter.
  • Lincoln National Corp sold 10,110 Franklin Universal Trust shares in Q1 2018, an estimated $72K.
  • Lincoln National Corp first reported a position in Franklin Universal Trust in Q4 2017 and held it in 1 quarter.
  • Lincoln National Corp's Franklin Universal Trust position peaked at $72K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.