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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

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SAM
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State Street
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Bank of New York Mellon
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Bank of America
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FMI
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