LA
LUMN icon

Legacy Advisors’s Lumen LUMN Stock Holding History

Legacy 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
2019
Q3 		– Sell
-48
Closed -$1K – 235
2019
Q2 		$1K Sell
48
-2,000
-98% -$22.5K ﹤0.01% 358
2019
Q1 		$25K Buy
+2,048
New +$28.5K 0.01% 259
2018
Q4 		– Sell
-127
Closed -$3K – 272
2018
Q3 		$3K Buy
127
+79
+165% +$1.65K ﹤0.01% 430
2018
Q2 		$1K Hold
48
– – ﹤0.01% 400
2018
Q1 		$1K Sell
48
-1,455
-97% -$25.2K ﹤0.01% 366
2017
Q4 		$25K Buy
1,503
+1,455
+3,031% +$24.7K 0.02% 163
2017
Q3 		$0 Hold
48
– – ﹤0.01% 360
2017
Q2 		$1K Hold
48
– – ﹤0.01% 192
2017
Q1 		$1K Sell
48
-1,400
-97% -$34.2K ﹤0.01% 192
2016
Q4 		$34K Buy
+1,448
New +$36.8K 0.05% 122

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return