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Doyle Wealth Management’s Lumen LUMN Stock Holding History

Doyle 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
-550
Closed -$6K – 511
2019
Q2 		$6K Buy
+550
New +$6.19K ﹤0.01% 710
2019
Q1 		– Sell
-2,332
Closed -$35K – 496
2018
Q4 		$35K Buy
+2,332
New +$44.5K 0.01% 419

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Doyle Wealth Management sold out of Lumen (LUMN) in Q3 2019, closing a stake of 550 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in LUMN in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q4 2018. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Lumen position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 550 Lumen shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in Lumen in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Lumen position peaked at $35K in Q4 2018.
  • 691 funds tracked by Wall St. Rank held Lumen as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.