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1834 Investment Advisors’s Lumen LUMN Stock Holding History

1834 Investment Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-19
Closed – – 418
2018
Q4 		$0 Hold
19
– – ﹤0.01% 412
2018
Q3 		$0 Hold
19
– – ﹤0.01% 414
2018
Q2 		$0 Hold
19
– – ﹤0.01% 447
2018
Q1 		$0 Hold
19
– – ﹤0.01% 459
2017
Q4 		$0 Buy
+19
New +$322 ﹤0.01% 457

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1834 Investment Advisors's LUMN Position: Q1 2019 in Review

1834 Investment Advisors sold out of Lumen (LUMN) in Q1 2019, closing a stake of 19 shares.

1834 Investment Advisors first reported a position in LUMN in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q4 2018. 749 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • 1834 Investment Advisors reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 19 Lumen shares in Q1 2019.
  • 1834 Investment Advisors first reported a position in Lumen in Q4 2017 and held it in 5 quarters.
  • 1834 Investment Advisors's Lumen position peaked at $0 in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.