NFH
LUMN icon

NEXT Financial Holdings’s Lumen LUMN Stock Holding History

NEXT Financial Holdings’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
Q1 		$12K Buy
+974
New +$13.5K ﹤0.01% 1075

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEXT Financial Holdings's LUMN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Lumen (LUMN) in Q1 2019: 974 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

749 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • NEXT Financial Holdings held 974 shares of Lumen worth $12K as of Q1 2019.
  • Lumen was a new NEXT Financial Holdings position in Q1 2019.
  • Lumen made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1075 holding.
  • 749 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.