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Coyle Financial Counsel’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Coyle Financial Counsel’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
-88
Closed -$2K – 186
2018
Q2 		$2K Buy
+88
New +$1.6K ﹤0.01% 296

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coyle Financial Counsel's LUMN Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2018, closing a stake of 88 shares — an estimated $2K sold.

Coyle Financial Counsel first reported a position in LUMN in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 762 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 88 Lumen Technologies, Inc. Common Stock shares in Q3 2018, an estimated $2K.
  • Coyle Financial Counsel first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q2 2018.
  • 762 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.