LNC
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Lincoln National Corp’s BlackRock MuniAssets Fund MUA Stock Holding History

Lincoln National Corp’s Portfolio MUA Stock Details MUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,271
Closed -$173K – 889
2021
Q2 		$173K Buy
+10,271
New +$163K ﹤0.01% 827

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Lincoln National Corp's MUA Position: Q3 2021 in Review

Lincoln National Corp sold out of BlackRock MuniAssets Fund (MUA) in Q3 2021, closing a stake of 10,271 shares — an estimated $173K sold.

Lincoln National Corp first reported a position in MUA in Q2 2021 and held it in 1 quarter. The position peaked at $173K in Q2 2021. 66 funds tracked by Wall St. Rank hold MUA as of Q3 2021.

  • Lincoln National Corp reported no remaining BlackRock MuniAssets Fund position as of Q3 2021 after selling out during the quarter.
  • Lincoln National Corp sold 10,271 BlackRock MuniAssets Fund shares in Q3 2021, an estimated $173K.
  • Lincoln National Corp first reported a position in BlackRock MuniAssets Fund in Q2 2021 and held it in 1 quarter.
  • Lincoln National Corp's BlackRock MuniAssets Fund position peaked at $173K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2021.

Based on Lincoln National Corp's 13F filing for Q3 2021, filed 5 Nov 2021.