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Ameritas Investment Company’s Lumen LUMN Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-2,911
Closed -$27K – 1058
2020
Q1 		$27K Buy
2,911
+1,314
+82% +$16.4K ﹤0.01% 902
2019
Q4 		$21K Sell
1,597
-35
-2% -$469 ﹤0.01% 688
2019
Q3 		$20K Buy
+1,632
New +$19.4K ﹤0.01% 925

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameritas Investment Company's LUMN Position: Q2 2020 in Review

Ameritas Investment Company sold out of Lumen (LUMN) in Q2 2020, closing a stake of 2,911 shares — an estimated $27K sold.

Ameritas Investment Company first reported a position in LUMN in Q3 2019 and held it in 3 quarters. The position peaked at $27K in Q1 2020. 672 funds tracked by Wall St. Rank hold LUMN as of Q2 2020.

  • Ameritas Investment Company reported no remaining Lumen position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 2,911 Lumen shares in Q2 2020, an estimated $27K.
  • Ameritas Investment Company first reported a position in Lumen in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Lumen position peaked at $27K in Q1 2020.
  • 672 funds tracked by Wall St. Rank held Lumen as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.