Lenox Wealth Management’s Lumen LUMN Stock Holding History

Lenox Wealth Management’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
2020 Q2	$0	Hold	64	–	–	﹤0.01%	765
2020 Q1	$0	Hold	64	–	–	﹤0.01%	738
2019 Q4	$1K	Hold	64	–	–	﹤0.01%	676
2019 Q3	$0	Hold	64	–	–	﹤0.01%	712
2019 Q2	$0	Buy	64 +23	+56%	+$259	﹤0.01%	699
2019 Q1	$0	Hold	41	–	–	﹤0.01%	696
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	612
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	617
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	541
2018 Q1	$0	Hold	41	–	–	﹤0.01%	492
2017 Q4	$1K	Buy	41 +8	+24%	+$136	﹤0.01%	467
2017 Q3	$0	Hold	33	–	–	﹤0.01%	493
2017 Q2	$1K	Buy	+33	New	+$829	﹤0.01%	460

Other funds holding LUMN

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lenox Wealth Management's LUMN Position: Q2 2020 in Review

Lenox Wealth Management held its Lumen (LUMN) position steady in Q2 2020 at 64 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Lenox Wealth Management first reported a position in LUMN in Q2 2017 and has held it in 13 quarters since. The position peaked at $1K in Q4 2019. 672 funds tracked by Wall St. Rank hold LUMN as of Q2 2020.

Lenox Wealth Management held 64 shares of Lumen worth $0 as of Q2 2020.
Lenox Wealth Management left its Lumen share count unchanged in Q2 2020.
Lumen made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #765 holding.
Lenox Wealth Management first reported a position in Lumen in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Lumen position peaked at $1K in Q4 2019.
672 funds tracked by Wall St. Rank held Lumen as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.