AFP
LUMN icon

Ausdal Financial Partners’s Lumen LUMN Stock Holding History

Ausdal Financial Partners’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
Q1 		– Sell
-12,086
Closed -$183K – 283
2018
Q4 		$183K Sell
12,086
-11,428
-49% -$218K 0.09% 227
2018
Q3 		$499K Buy
23,514
+3,182
+16% +$66.6K 0.14% 191
2018
Q2 		$379K Buy
20,332
+1,232
+6% +$22.4K 0.12% 235
2018
Q1 		$314K Sell
19,100
-3,154
-14% -$54.7K 0.11% 240
2017
Q4 		$371K Buy
22,254
+3,146
+16% +$53.3K 0.13% 215
2017
Q3 		$361K Buy
19,108
+1,487
+8% +$31.3K 0.14% 193
2017
Q2 		$421K Buy
17,621
+611
+4% +$15.4K 0.18% 159
2017
Q1 		$401K Buy
+17,010
New +$415K 0.18% 144
2016
Q1 		– Sell
-991
Closed -$25K – 688
2015
Q4 		$25K Buy
+991
New +$26.6K 0.01% 662

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ausdal Financial Partners's LUMN Position: Q1 2019 in Review

Ausdal Financial Partners sold out of Lumen (LUMN) in Q1 2019, closing a stake of 12,086 shares — an estimated $183K sold.

Ausdal Financial Partners first reported a position in LUMN in Q4 2015 and held it in 9 quarters. The position peaked at $499K in Q3 2018. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • Ausdal Financial Partners reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,086 Lumen shares in Q1 2019, an estimated $183K.
  • Ausdal Financial Partners first reported a position in Lumen in Q4 2015 and held it in 9 quarters.
  • Ausdal Financial Partners's Lumen position peaked at $499K in Q3 2018.
  • 751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Ausdal Financial Partners's 13F filing for Q1 2019, filed 13 May 2019.