Lincoln National Corp’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,112	Closed	-$396K	–	597
2017 Q4	$396K	Buy	+8,112	New	+$391K	0.01%	414
2017 Q3	–	Sell	-4,536	Closed	-$216K	–	412
2017 Q2	$216K	Buy	4,536 +16	+0.4%	+$767	0.01%	320
2017 Q1	$213K	Buy	4,520 +11	+0.2%	+$519	0.01%	304
2016 Q4	$211K	Buy	+4,509	New	+$209K	0.01%	279

Other funds holding RWO

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

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

Rinet Company Boston, Massachusetts $530M AUM 28.25% 1-Year Est. Return

Lincoln National Corp's RWO Position: Q1 2018 in Review

Lincoln National Corp sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2018, closing a stake of 8,112 shares — an estimated $396K sold.

Lincoln National Corp first reported a position in RWO in Q4 2016 and held it in 4 quarters. The position peaked at $396K in Q4 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q1 2018.

Lincoln National Corp reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 8,112 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2018, an estimated $396K.
Lincoln National Corp first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 4 quarters.
Lincoln National Corp's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $396K in Q4 2017.
233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.