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Mariner Wealth Advisors (Cincinnati)’s Lumen LUMN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$464K Buy
+21,899
New +$458K 0.03% 204
2014
Q1 		– Sell
-18,961
Closed -$604K – 145
2013
Q4 		$604K Buy
18,961
+1,608
+9% +$51.4K 0.1% 81
2013
Q3 		$545K Sell
17,353
-20,882
-55% -$711K 0.1% 78
2013
Q2 		$1.35M Buy
+38,235
New +$1.39M 0.27% 59

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s LUMN Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in Lumen (LUMN) in Q3 2018: 21,899 shares worth $464K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in LUMN as recently as Q4 2013.

Mariner Wealth Advisors (Cincinnati) first reported a position in LUMN in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.35M in Q2 2013. 762 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 21,899 shares of Lumen worth $464K as of Q3 2018.
  • Lumen was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
  • Lumen made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #204 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Lumen in Q2 2013 and has held it in 4 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Lumen position peaked at $1.35M in Q2 2013.
  • 762 funds tracked by Wall St. Rank held Lumen as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.