LNC
PIV

Lincoln National Corp’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Lincoln National Corp’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-79,555
Closed -$2.37M – 545
2018
Q1 		$2.37M Sell
79,555
-76,343
-49% -$2.28M 0.09% 84
2017
Q4 		$4.75M Buy
155,898
+74,877
+92% +$2.28M 0.14% 77
2017
Q3 		$2.33M Buy
81,021
+3,731
+5% +$107K 0.1% 77
2017
Q2 		$2.16M Buy
77,290
+4
+0% +$112 0.1% 72
2017
Q1 		$2.12M Buy
77,286
+2,617
+4% +$71.6K 0.11% 70
2016
Q4 		$1.94M Buy
74,669
+135
+0.2% +$3.51K 0.11% 78
2016
Q3 		$1.88M Buy
74,534
+1,153
+2% +$29K 0.11% 80
2016
Q2 		$1.82M Buy
73,381
+24,570
+50% +$610K 0.11% 76
2016
Q1 		$1.2M Buy
+48,811
New +$1.2M 0.08% 94

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

Lincoln National Corp sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 79,555 shares — an estimated $2.37M sold.

Lincoln National Corp first reported a position in PIV in Q1 2016 and held it in 9 quarters. The position peaked at $4.75M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Lincoln National Corp reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Lincoln National Corp sold 79,555 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $2.37M.
  • Lincoln National Corp first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2016 and held it in 9 quarters.
  • Lincoln National Corp's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $4.75M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

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