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Guidant Wealth Advisors’s Lumen LUMN Stock Holding History

Guidant Wealth 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
2018
Q4 		– Sell
-59
Closed -$1K – 273
2018
Q3 		$1K Buy
+59
New +$1.24K ﹤0.01% 199
2016
Q4 		– Sell
-832
Closed -$23K – 212
2016
Q3 		$23K Buy
+832
New +$24.3K 0.01% 117

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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 $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guidant Wealth Advisors's LUMN Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Lumen (LUMN) in Q4 2018, closing a stake of 59 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in LUMN in Q3 2016 and held it in 2 quarters. The position peaked at $23K in Q3 2016. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 59 Lumen shares in Q4 2018, an estimated $1K.
  • Guidant Wealth Advisors first reported a position in Lumen in Q3 2016 and held it in 2 quarters.
  • Guidant Wealth Advisors's Lumen position peaked at $23K in Q3 2016.
  • 763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.