KF
LUMN icon

Krilogy Financial’s Lumen 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 – 450
2018
Q3 		$6K Buy
+278
New +$5.82K ﹤0.01% 601
2018
Q2 		– Sell
-27,278
Closed -$448K – 439
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
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