LNC
LEO icon

Lincoln National Corp’s BNY Mellon Strategic Municipals LEO Stock Holding History

Lincoln National Corp’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,544
Closed -$82K – 702
2020
Q2 		$82K Buy
+10,544
New +$78.5K ﹤0.01% 626

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Lincoln National Corp sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2020, closing a stake of 10,544 shares — an estimated $82K sold.

Lincoln National Corp first reported a position in LEO in Q2 2020 and held it in 1 quarter. The position peaked at $82K in Q2 2020. 68 funds tracked by Wall St. Rank hold LEO as of Q3 2020.

  • Lincoln National Corp reported no remaining BNY Mellon Strategic Municipals position as of Q3 2020 after selling out during the quarter.
  • Lincoln National Corp sold 10,544 BNY Mellon Strategic Municipals shares in Q3 2020, an estimated $82K.
  • Lincoln National Corp first reported a position in BNY Mellon Strategic Municipals in Q2 2020 and held it in 1 quarter.
  • Lincoln National Corp's BNY Mellon Strategic Municipals position peaked at $82K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2020.

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