Clear Perspective Advisors’s Lumen LUMN Stock Holding History

Clear Perspective 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 Q3	–	Sell	-81	Closed	-$2K	–	313
2018 Q2	$2K	Hold	81	–	–	﹤0.01%	469
2018 Q1	$1K	Sell	81 -1,000	-93%	-$17.3K	﹤0.01%	477
2017 Q4	$18K	Buy	1,081 +1,000	+1,235%	+$17K	0.01%	298
2017 Q3	$2K	Hold	81	–	–	﹤0.01%	433
2017 Q2	$2K	Hold	81	–	–	﹤0.01%	437
2017 Q1	$2K	Hold	81	–	–	﹤0.01%	385
2016 Q4	$2K	Buy	+81	New	+$2.06K	﹤0.01%	381

Other funds holding LUMN

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clear Perspective Advisors's LUMN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Lumen (LUMN) in Q3 2018, closing a stake of 81 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in LUMN in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q4 2017. 762 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

Clear Perspective Advisors reported no remaining Lumen position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 81 Lumen shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Lumen in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Lumen position peaked at $18K in Q4 2017.
762 funds tracked by Wall St. Rank held Lumen as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.