Lincoln National Corp’s IQ ARB Global Resources GRES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,394	Closed	-$333K	–	725
2020 Q2	$333K	Buy	13,394 +733	+6%	+$17.7K	0.01%	473
2020 Q1	$276K	Buy	12,661 +2,623	+26%	+$64.6K	0.01%	466
2019 Q4	$273K	Buy	10,038 +1,070	+12%	+$28.5K	0.01%	515
2019 Q3	$238K	Sell	8,968 -1,080	-11%	-$28.6K	0.01%	505
2019 Q2	$274K	Buy	10,048 +1,479	+17%	+$39.6K	0.01%	439
2019 Q1	$235K	Buy	+8,569	New	+$231K	0.01%	452
2018 Q4	–	Sell	-7,770	Closed	-$212K	–	541
2018 Q3	$212K	Buy	+7,770	New	+$210K	0.01%	444

Other funds holding GRES

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Lincoln National Corp's GRES Position: Q3 2020 in Review

Lincoln National Corp sold out of IQ ARB Global Resources (GRES) in Q3 2020, closing a stake of 13,394 shares — an estimated $333K sold.

Lincoln National Corp first reported a position in GRES in Q3 2018 and held it in 7 quarters. The position peaked at $333K in Q2 2020. 19 funds tracked by Wall St. Rank hold GRES as of Q3 2020.

Lincoln National Corp reported no remaining IQ ARB Global Resources position as of Q3 2020 after selling out during the quarter.
Lincoln National Corp sold 13,394 IQ ARB Global Resources shares in Q3 2020, an estimated $333K.
Lincoln National Corp first reported a position in IQ ARB Global Resources in Q3 2018 and held it in 7 quarters.
Lincoln National Corp's IQ ARB Global Resources position peaked at $333K in Q2 2020.
19 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.