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Calton & Associates’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Calton & Associates’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
Q1 		– Sell
-3,027
Closed -$52K – 888
2017
Q4 		$52K Buy
+3,027
New +$51.3K 0.01% 672

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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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Calton & Associates's LUMN Position: Q1 2018 in Review

Calton & Associates sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2018, closing a stake of 3,027 shares — an estimated $52K sold.

Calton & Associates first reported a position in LUMN in Q4 2017 and held it in 1 quarter. The position peaked at $52K in Q4 2017. 715 funds tracked by Wall St. Rank hold LUMN as of Q1 2018.

  • Calton & Associates reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 3,027 Lumen Technologies, Inc. Common Stock shares in Q1 2018, an estimated $52K.
  • Calton & Associates first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Lumen Technologies, Inc. Common Stock position peaked at $52K in Q4 2017.
  • 715 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.