Alera Investment Advisors’s Lumen LUMN Stock Holding History

Alera 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 Q2	–	Sell	-312	Closed	-$4K	–	603
2019 Q1	$4K	Buy	312 +155	+99%	+$2.15K	﹤0.01%	678
2018 Q4	$2K	Buy	+157	New	+$3K	﹤0.01%	769

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's LUMN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Lumen (LUMN) in Q2 2019, closing a stake of 312 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in LUMN in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 706 funds tracked by Wall St. Rank hold LUMN as of Q2 2019.

Alera Investment Advisors reported no remaining Lumen position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 312 Lumen shares in Q2 2019, an estimated $4K.
Alera Investment Advisors first reported a position in Lumen in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Lumen position peaked at $4K in Q1 2019.
706 funds tracked by Wall St. Rank held Lumen as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.