Lincoln National Corp’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,341	Closed	-$265K	–	495
2018 Q3	$265K	Hold	13,341	–	–	0.01%	390
2018 Q2	$276K	Buy	13,341 +2,420	+22%	+$51.4K	0.01%	382
2018 Q1	$228K	Buy	+10,921	New	+$227K	0.01%	426

Other funds holding FTGC

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

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

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

Lincoln National Corp's FTGC Position: Q4 2018 in Review

Lincoln National Corp sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2018, closing a stake of 13,341 shares — an estimated $265K sold.

Lincoln National Corp first reported a position in FTGC in Q1 2018 and held it in 3 quarters. The position peaked at $276K in Q2 2018. 65 funds tracked by Wall St. Rank hold FTGC as of Q4 2018.

Lincoln National Corp reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2018 after selling out during the quarter.
Lincoln National Corp sold 13,341 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2018, an estimated $265K.
Lincoln National Corp first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2018 and held it in 3 quarters.
Lincoln National Corp's First Trust Global Tactical Commodity Strategy Fund position peaked at $276K in Q2 2018.
65 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2018.

Based on Lincoln National Corp's 13F filing for Q4 2018, filed 8 Feb 2019.