HWA
LUMN icon

HCR Wealth Advisors’s Lumen LUMN Stock Holding History

HCR 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
-174,550
Closed -$3.75M – 165
2018
Q3 		$3.75M Sell
174,550
-13,488
-7% -$282K 1.22% 12
2018
Q2 		$3.54M Buy
188,038
+105
+0.1% +$1.91K 1.16% 14
2018
Q1 		$3.09M Buy
187,933
+1,330
+0.7% +$23.1K 1.07% 17
2017
Q4 		$3.11M Sell
186,603
-10,957
-6% -$186K 1.09% 18
2017
Q3 		$3.73M Buy
197,560
+61,414
+45% +$1.29M 1.57% 11
2017
Q2 		$3.25M Buy
136,146
+6,366
+5% +$160K 1.61% 12
2017
Q1 		$3.06M Buy
129,780
+24,524
+23% +$598K 1.57% 14
2016
Q4 		$2.5M Buy
+105,256
New +$2.67M 1.32% 21

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return