FAIM
LUMN icon

Financial Advocates Investment Management’s Lumen LUMN Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-12,358
Closed -$154K – 525
2019
Q3 		$154K Buy
+12,358
New +$147K 0.02% 468

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 $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's LUMN Position: Q4 2019 in Review

Financial Advocates Investment Management sold out of Lumen (LUMN) in Q4 2019, closing a stake of 12,358 shares — an estimated $154K sold.

Financial Advocates Investment Management first reported a position in LUMN in Q3 2019 and held it in 1 quarter. The position peaked at $154K in Q3 2019. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

  • Financial Advocates Investment Management reported no remaining Lumen position as of Q4 2019 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,358 Lumen shares in Q4 2019, an estimated $154K.
  • Financial Advocates Investment Management first reported a position in Lumen in Q3 2019 and held it in 1 quarter.
  • Financial Advocates Investment Management's Lumen position peaked at $154K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on Financial Advocates Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.