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Burt Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Burt Wealth 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
2018
Q4 		– Sell
-8
Closed – – 382
2018
Q3 		$0 Buy
+8
New +$167 ﹤0.01% 393

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State Street
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Fiduciary Management Inc
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Dimensional Fund Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's LUMN Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2018, closing a stake of 8 shares.

Burt Wealth Advisors first reported a position in LUMN in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 8 Lumen Technologies, Inc. Common Stock shares in Q4 2018.
  • Burt Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $0 in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.