Gideon Capital Advisors’s Lumen LUMN Stock Holding History

Gideon Capital Advisors’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	-28,098	Closed	-$351K	–	337
2019 Q3	$351K	Buy	+28,098	New	+$334K	0.11%	212
2016 Q2	–	Sell	-15,798	Closed	-$505K	–	230
2016 Q1	$505K	Sell	15,798 -43,011	-73%	-$1.21M	0.63%	62
2015 Q4	$1.48M	Buy	+58,809	New	+$1.58M	1.08%	20
2015 Q2	–	Sell	-39,722	Closed	-$1.37M	–	283
2015 Q1	$1.37M	Buy	39,722 +29,295	+281%	+$1.09M	0.55%	73
2014 Q4	$413K	Buy	+10,427	New	+$417K	0.19%	138
2014 Q3	–	Sell	-6,513	Closed	-$236K	–	330
2014 Q2	$236K	Buy	+6,513	New	+$234K	0.09%	218
2014 Q1	–	Sell	-26,675	Closed	-$850K	–	254
2013 Q4	$850K	Buy	+26,675	New	+$852K	0.5%	73

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's LUMN Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Lumen (LUMN) in Q4 2019, closing a stake of 28,098 shares — an estimated $351K sold.

Gideon Capital Advisors first reported a position in LUMN in Q4 2013 and held it in 7 quarters. The position peaked at $1.48M in Q4 2015. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

Gideon Capital Advisors reported no remaining Lumen position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 28,098 Lumen shares in Q4 2019, an estimated $351K.
Gideon Capital Advisors first reported a position in Lumen in Q4 2013 and held it in 7 quarters.
Gideon Capital Advisors's Lumen position peaked at $1.48M in Q4 2015.
722 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.