HFS
LUMN icon

HL Financial Services’s Lumen LUMN Stock Holding History

HL Financial Services’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
2017
Q3 		– Sell
-44,625
Closed -$1.07M – 694
2017
Q2 		$1.07M Sell
44,625
-1,055
-2% -$26.5K 0.02% 339
2017
Q1 		$1.08M Buy
+45,680
New +$1.11M 0.02% 328
2013
Q4 		– Sell
-8,715
Closed -$273K – 643
2013
Q3 		$273K Buy
8,715
+827
+10% +$28.1K 0.01% 487
2013
Q2 		$279K Buy
+7,888
New +$287K 0.01% 441

Other funds holding LUMN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return