Lincoln National Corp’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,319	Closed	-$203K	–	632
2019 Q4	$203K	Sell	6,319 -515	-8%	-$16.3K	0.01%	604
2019 Q3	$217K	Buy	6,834 +309	+5%	+$10K	0.01%	525
2019 Q2	$225K	Sell	6,525 -306	-4%	-$10.6K	0.01%	500
2019 Q1	$246K	Buy	6,831 +35	+0.5%	+$1.23K	0.01%	433
2018 Q4	$212K	Buy	+6,796	New	+$250K	0.01%	433

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Lincoln National Corp's IYE Position: Q1 2020 in Review

Lincoln National Corp sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 6,319 shares — an estimated $203K sold.

Lincoln National Corp first reported a position in IYE in Q4 2018 and held it in 5 quarters. The position peaked at $246K in Q1 2019. 158 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

Lincoln National Corp reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
Lincoln National Corp sold 6,319 iShares US Energy ETF shares in Q1 2020, an estimated $203K.
Lincoln National Corp first reported a position in iShares US Energy ETF in Q4 2018 and held it in 5 quarters.
Lincoln National Corp's iShares US Energy ETF position peaked at $246K in Q1 2019.
158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Lincoln National Corp's 13F filing for Q1 2020, filed 24 Apr 2020.