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Aevitas Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-55
Closed -$1K – 432
2018
Q3 		$1K Hold
55
– – ﹤0.01% 437
2018
Q2 		$1K Sell
55
-16
-23% -$291 ﹤0.01% 411
2018
Q1 		$1K Hold
71
– – ﹤0.01% 432
2017
Q4 		$1K Buy
+71
New +$1.2K ﹤0.01% 424

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aevitas Wealth Management's LUMN Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2018, closing a stake of 55 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in LUMN in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 55 Lumen Technologies, Inc. Common Stock shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $1K in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.