Krilogy Financial’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Krilogy Financial’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	-278	Closed	-$6K	–	444
2018 Q3	$6K	Buy	+278	New	+$5.82K	﹤0.01%	601
2018 Q2	–	Sell	-27,278	Closed	-$448K	–	425
2018 Q1	$448K	Sell	27,278 -15	-0.1%	-$260	0.11%	87
2017 Q4	$455K	Buy	27,293 +26,941	+7,654%	+$457K	0.11%	85
2017 Q3	$7K	Buy	352 +2	+0.6%	+$42	﹤0.01%	616
2017 Q2	$8K	Buy	350 +3	+0.9%	+$75	﹤0.01%	558
2017 Q1	$8K	Hold	347	–	–	﹤0.01%	537
2016 Q4	$8K	Buy	347 +1	+0.3%	+$25	﹤0.01%	537
2016 Q3	$9K	Buy	346 +1	+0.3%	+$29	﹤0.01%	537
2016 Q2	$10K	Hold	345	–	–	﹤0.01%	530
2016 Q1	$11K	Buy	+345	New	+$9.67K	﹤0.01%	462
2015 Q4	–	Sell	-282	Closed	-$7K	–	534
2015 Q3	$7K	Buy	+282	New	+$7.81K	﹤0.01%	429

Other funds holding LUMN

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Krilogy Financial's LUMN Position: Q4 2018 in Review

Krilogy Financial sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2018, closing a stake of 278 shares — an estimated $6K sold.

Krilogy Financial first reported a position in LUMN in Q3 2015 and held it in 11 quarters. The position peaked at $455K in Q4 2017. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

Krilogy Financial reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 278 Lumen Technologies, Inc. Common Stock shares in Q4 2018, an estimated $6K.
Krilogy Financial first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2015 and held it in 11 quarters.
Krilogy Financial's Lumen Technologies, Inc. Common Stock position peaked at $455K in Q4 2017.
763 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.