Atwood & Palmer’s Lumen LUMN Stock Holding History

Atwood & Palmer’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
2017 Q4	–	Sell	-118	Closed	-$2K	–	297
2017 Q3	$2K	Hold	118	–	–	﹤0.01%	286
2017 Q2	$3K	Hold	118	–	–	﹤0.01%	292
2017 Q1	$3K	Hold	118	–	–	﹤0.01%	274
2016 Q4	$3K	Sell	118 -180	-60%	-$4.57K	﹤0.01%	307
2016 Q3	$8K	Hold	298	–	–	﹤0.01%	269
2016 Q2	$9K	Hold	298	–	–	﹤0.01%	256
2016 Q1	$10K	Hold	298	–	–	﹤0.01%	255
2015 Q4	$7K	Hold	298	–	–	﹤0.01%	339
2015 Q3	$7K	Hold	298	–	–	﹤0.01%	364
2015 Q2	$9K	Hold	298	–	–	﹤0.01%	303
2015 Q1	$10K	Sell	298 -175	-37%	-$6.54K	﹤0.01%	272
2014 Q4	$19K	Hold	473	–	–	﹤0.01%	256
2014 Q3	$19K	Buy	473 +130	+38%	+$5.11K	﹤0.01%	262
2014 Q2	$12K	Buy	+343	New	+$12.3K	﹤0.01%	260

Other funds holding LUMN

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

STT

Singapore Technologies Telemedia Singapore $295M AUM 1.77% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atwood & Palmer's LUMN Position: Q4 2017 in Review

Atwood & Palmer sold out of Lumen (LUMN) in Q4 2017, closing a stake of 118 shares — an estimated $2K sold.

Atwood & Palmer first reported a position in LUMN in Q2 2014 and held it in 14 quarters. The position peaked at $19K in Q4 2014. 711 funds tracked by Wall St. Rank hold LUMN as of Q4 2017.

Atwood & Palmer reported no remaining Lumen position as of Q4 2017 after selling out during the quarter.
Atwood & Palmer sold 118 Lumen shares in Q4 2017, an estimated $2K.
Atwood & Palmer first reported a position in Lumen in Q2 2014 and held it in 14 quarters.
Atwood & Palmer's Lumen position peaked at $19K in Q4 2014.
711 funds tracked by Wall St. Rank held Lumen as of Q4 2017.

Based on Atwood & Palmer's 13F filing for Q4 2017, filed 8 Feb 2018.