Lincoln National Corp’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9,032	Closed	-$346K	–	504
2018 Q1	$346K	Sell	9,032 -4,108	-31%	-$165K	0.01%	336
2017 Q4	$522K	Buy	+13,140	New	+$512K	0.02%	357

Other funds holding ILCB

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2018, closing a stake of 9,032 shares — an estimated $346K sold.

Lincoln National Corp first reported a position in ILCB in Q4 2017 and held it in 2 quarters. The position peaked at $522K in Q4 2017. 96 funds tracked by Wall St. Rank hold ILCB as of Q2 2018.

Lincoln National Corp reported no remaining iShares Morningstar US Equity ETF position as of Q2 2018 after selling out during the quarter.
Lincoln National Corp sold 9,032 iShares Morningstar US Equity ETF shares in Q2 2018, an estimated $346K.
Lincoln National Corp first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and held it in 2 quarters.
Lincoln National Corp's iShares Morningstar US Equity ETF position peaked at $522K in Q4 2017.
96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2018.

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