Fusion Family Wealth’s Lumen LUMN Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-449	Closed	-$7K	–	203
2018 Q4	$7K	Hold	449	–	–	﹤0.01%	194
2018 Q3	$10K	Hold	449	–	–	﹤0.01%	193
2018 Q2	$8K	Hold	449	–	–	﹤0.01%	216
2018 Q1	$7K	Hold	449	–	–	﹤0.01%	207
2017 Q4	$8K	Hold	449	–	–	﹤0.01%	217
2017 Q3	$8K	Buy	449 +200	+80%	+$4.21K	﹤0.01%	162
2017 Q2	$6K	Hold	249	–	–	﹤0.01%	221
2017 Q1	$6K	Hold	249	–	–	﹤0.01%	220
2016 Q4	$6K	Buy	+249	New	+$6.32K	﹤0.01%	292

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Fusion Family Wealth's LUMN Position: Q1 2019 in Review

Fusion Family Wealth sold out of Lumen (LUMN) in Q1 2019, closing a stake of 449 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in LUMN in Q4 2016 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

Fusion Family Wealth reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 449 Lumen shares in Q1 2019, an estimated $7K.
Fusion Family Wealth first reported a position in Lumen in Q4 2016 and held it in 9 quarters.
Fusion Family Wealth's Lumen position peaked at $10K in Q3 2018.
751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.