Asset Planning Services (Pennsylvania)’s Lumen LUMN Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-35	Closed	–	–	182
2019 Q3	$0	Hold	35	–	–	﹤0.01%	279
2019 Q2	$0	Hold	35	–	–	﹤0.01%	270
2019 Q1	$0	Hold	35	–	–	﹤0.01%	268
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	254
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	258
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	259
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	263
2017 Q4	$1K	Buy	35 +18	+106%	+$305	﹤0.01%	266
2017 Q3	$0	Hold	17	–	–	﹤0.01%	306
2017 Q2	$0	Hold	17	–	–	﹤0.01%	307
2017 Q1	$0	Buy	17 +13	+325%	+$317	﹤0.01%	296
2016 Q4	$0	Hold	4	–	–	﹤0.01%	282
2016 Q3	$0	Hold	4	–	–	﹤0.01%	284
2016 Q2	$0	Hold	4	–	–	﹤0.01%	292
2016 Q1	$0	Hold	4	–	–	﹤0.01%	265
2015 Q4	$0	Hold	4	–	–	﹤0.01%	239
2015 Q3	$0	Hold	4	–	–	﹤0.01%	242
2015 Q2	$0	Buy	+4	New	+$136	﹤0.01%	243

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s LUMN Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Lumen (LUMN) in Q4 2019, closing a stake of 35 shares.

Asset Planning Services (Pennsylvania) first reported a position in LUMN in Q2 2015 and held it in 18 quarters. The position peaked at $1K in Q4 2018. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Lumen position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 35 Lumen shares in Q4 2019.
Asset Planning Services (Pennsylvania) first reported a position in Lumen in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Lumen position peaked at $1K in Q4 2018.
722 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.