Nelson Capital Management’s Lumen LUMN Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-223	Closed	-$3K	–	210
2019 Q3	$3K	Buy	+223	New	+$2.65K	﹤0.01%	296

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

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

AIG

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nelson Capital Management's LUMN Position: Q4 2019 in Review

Nelson Capital Management sold out of Lumen (LUMN) in Q4 2019, closing a stake of 223 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in LUMN in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

Nelson Capital Management reported no remaining Lumen position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 223 Lumen shares in Q4 2019, an estimated $3K.
Nelson Capital Management first reported a position in Lumen in Q3 2019 and held it in 1 quarter.
Nelson Capital Management's Lumen position peaked at $3K in Q3 2019.
722 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.