MWM
LUMN icon

MinichMacGregor Wealth Management’s Lumen LUMN Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-4,118
Closed -$88K – 324
2018
Q3 		$88K Buy
4,118
+3,944
+2,267% +$82.5K 0.06% 93
2018
Q2 		$3K Hold
174
– – ﹤0.01% 425
2018
Q1 		$2K Sell
174
-3
-2% -$52 ﹤0.01% 428
2017
Q4 		$2K Hold
177
– – ﹤0.01% 418
2017
Q3 		$3K Hold
177
– – ﹤0.01% 377
2017
Q2 		$4K Buy
177
+3
+2% +$75 ﹤0.01% 360
2017
Q1 		$4K Sell
174
-204
-54% -$4.98K ﹤0.01% 356
2016
Q4 		$8K Buy
378
+4
+1% +$102 0.01% 290
2016
Q3 		$10K Buy
374
+200
+115% +$5.84K 0.01% 266
2016
Q2 		$5K Hold
174
– – ﹤0.01% 324
2016
Q1 		$5K Hold
174
– – ﹤0.01% 312
2015
Q4 		$5K Buy
+174
New +$4.67K ﹤0.01% 287

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