Destination Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Destination Wealth Management’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 Q3	–	Sell	-273	Closed	-$3K	–	340
2019 Q2	$3K	Buy	273 +48	+21%	+$540	﹤0.01%	516
2019 Q1	$3K	Hold	225	–	–	﹤0.01%	573
2018 Q4	$3K	Hold	225	–	–	﹤0.01%	472
2018 Q3	$5K	Buy	+225	New	+$4.71K	﹤0.01%	516
2018 Q2	–	Sell	-25	Closed	–	–	594
2018 Q1	$0	Buy	+25	New	+$434	﹤0.01%	580

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Destination Wealth Management's LUMN Position: Q3 2019 in Review

Destination Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2019, closing a stake of 273 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in LUMN in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

Destination Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 273 Lumen Technologies, Inc. Common Stock shares in Q3 2019, an estimated $3K.
Destination Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $5K in Q3 2018.
691 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.