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	–	323
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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MinichMacGregor Wealth Management's LUMN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Lumen (LUMN) in Q4 2018, closing a stake of 4,118 shares — an estimated $88K sold.

MinichMacGregor Wealth Management first reported a position in LUMN in Q4 2015 and held it in 12 quarters. The position peaked at $88K in Q3 2018. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4,118 Lumen shares in Q4 2018, an estimated $88K.
MinichMacGregor Wealth Management first reported a position in Lumen in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Lumen position peaked at $88K in Q3 2018.
763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.