Lincoln National Corp’s Western Asset Intermediate Muni Fund SBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10,720	Closed	-$93K	–	522
2018 Q1	$93K	Sell	10,720 -10,720	-50%	-$96.9K	﹤0.01%	467
2017 Q4	$200K	Buy	21,440 +10,720	+100%	+$102K	0.01%	597
2017 Q3	$104K	Hold	10,720	–	–	﹤0.01%	394
2017 Q2	$105K	Hold	10,720	–	–	﹤0.01%	350
2017 Q1	$102K	Hold	10,720	–	–	0.01%	327
2016 Q4	$102K	Hold	10,720	–	–	0.01%	294
2016 Q3	$113K	Hold	10,720	–	–	0.01%	283
2016 Q2	$113K	Buy	+10,720	New	+$113K	0.01%	266

Other funds holding SBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Lincoln National Corp sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2018, closing a stake of 10,720 shares — an estimated $93K sold.

Lincoln National Corp first reported a position in SBI in Q2 2016 and held it in 8 quarters. The position peaked at $200K in Q4 2017. 48 funds tracked by Wall St. Rank hold SBI as of Q2 2018.

Lincoln National Corp reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2018 after selling out during the quarter.
Lincoln National Corp sold 10,720 Western Asset Intermediate Muni Fund shares in Q2 2018, an estimated $93K.
Lincoln National Corp first reported a position in Western Asset Intermediate Muni Fund in Q2 2016 and held it in 8 quarters.
Lincoln National Corp's Western Asset Intermediate Muni Fund position peaked at $200K in Q4 2017.
48 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2018.

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