LNC
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Lincoln National Corp’s iShares US Regional Banks ETF IAT Stock Holding History

Lincoln National Corp’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,410
Closed -$249K – 595
2019
Q2 		$249K Sell
5,410
-3,236
-37% -$148K 0.01% 468
2019
Q1 		$375K Sell
8,646
-67,503
-89% -$3.05M 0.02% 350
2018
Q4 		$3.03M Buy
+76,149
New +$3.45M 0.14% 71

Other funds holding IAT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Lincoln National Corp's IAT Position: Q3 2019 in Review

Lincoln National Corp sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 5,410 shares — an estimated $249K sold.

Lincoln National Corp first reported a position in IAT in Q4 2018 and held it in 3 quarters. The position peaked at $3.03M in Q4 2018. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

  • Lincoln National Corp reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
  • Lincoln National Corp sold 5,410 iShares US Regional Banks ETF shares in Q3 2019, an estimated $249K.
  • Lincoln National Corp first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 3 quarters.
  • Lincoln National Corp's iShares US Regional Banks ETF position peaked at $3.03M in Q4 2018.
  • 104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on Lincoln National Corp's 13F filing for Q3 2019, filed 6 Nov 2019.