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Capital Insight Partners’s Lumen LUMN Stock Holding History

Capital Insight 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
-95,336
Closed -$1.44M – 78
2018
Q4 		$1.44M Buy
95,336
+382
+0.4% +$7.29K 1.49% 29
2018
Q3 		$2.01M Sell
94,954
-13,189
-12% -$276K 1.77% 23
2018
Q2 		$2.02M Buy
108,143
+1,778
+2% +$32.3K 1.66% 25
2018
Q1 		$1.75M Buy
106,365
+1,386
+1% +$24K 1.42% 30
2017
Q4 		$1.75M Buy
+104,979
New +$1.78M 1.37% 34

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

Capital Insight Partners's LUMN Position: Q1 2019 in Review

Capital Insight Partners sold out of Lumen (LUMN) in Q1 2019, closing a stake of 95,336 shares — an estimated $1.44M sold.

Capital Insight Partners first reported a position in LUMN in Q4 2017 and held it in 5 quarters. The position peaked at $2.02M in Q2 2018. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • Capital Insight Partners reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • Capital Insight Partners sold 95,336 Lumen shares in Q1 2019, an estimated $1.44M.
  • Capital Insight Partners first reported a position in Lumen in Q4 2017 and held it in 5 quarters.
  • Capital Insight Partners's Lumen position peaked at $2.02M in Q2 2018.
  • 751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Capital Insight Partners's 13F filing for Q1 2019, filed 4 Apr 2019.