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

Elmwood 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
-24
Closed – – 274
2019
Q2 		$0 Buy
+24
New +$270 ﹤0.01% 292

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SAM
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State Street
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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

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

Elmwood Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2019, closing a stake of 24 shares.

Elmwood Wealth Management first reported a position in LUMN in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

  • Elmwood Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 24 Lumen Technologies, Inc. Common Stock shares in Q3 2019.
  • Elmwood Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Elmwood Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $0 in Q2 2019.
  • 691 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2019.

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