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Gladstone Institutional Advisory’s Lumen LUMN Stock Holding History

Gladstone Institutional Advisory’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
2020
Q2 		– Sell
-17,518
Closed -$166K – 277
2020
Q1 		$166K Buy
+17,518
New +$219K 0.04% 255

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gladstone Institutional Advisory's LUMN Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of Lumen (LUMN) in Q2 2020, closing a stake of 17,518 shares — an estimated $166K sold.

Gladstone Institutional Advisory first reported a position in LUMN in Q1 2020 and held it in 1 quarter. The position peaked at $166K in Q1 2020. 672 funds tracked by Wall St. Rank hold LUMN as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining Lumen position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 17,518 Lumen shares in Q2 2020, an estimated $166K.
  • Gladstone Institutional Advisory first reported a position in Lumen in Q1 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Lumen position peaked at $166K in Q1 2020.
  • 672 funds tracked by Wall St. Rank held Lumen as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.