OI
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Oakbrook Investments’s Lumen LUMN Stock Holding History

Oakbrook Investments’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
Q2 		– Sell
-11,339
Closed -$186K – 590
2018
Q1 		$186K Sell
11,339
-26,996
-70% -$468K 0.01% 555
2017
Q4 		$639K Buy
38,335
+14,365
+60% +$244K 0.04% 308
2017
Q3 		$453K Sell
23,970
-700
-3% -$14.7K 0.03% 366
2017
Q2 		$589K Sell
24,670
-1,080
-4% -$27.1K 0.04% 302
2017
Q1 		$607K Sell
25,750
-1,850
-7% -$45.1K 0.04% 312
2016
Q4 		$656K Buy
+27,600
New +$701K 0.04% 303
2016
Q3 		– Sell
-9,100
Closed -$264K – 572
2016
Q2 		$264K Sell
9,100
-4,700
-34% -$137K 0.01% 483
2016
Q1 		$441K Buy
13,800
+3,450
+33% +$96.7K 0.03% 361
2015
Q4 		$260K Sell
10,350
-2,900
-22% -$77.8K 0.02% 470
2015
Q3 		$333K Buy
+13,250
New +$367K 0.02% 424
2013
Q3 		– Sell
-130,086
Closed -$4.6M – 630
2013
Q2 		$4.6M Buy
+130,086
New +$4.73M 0.13% 175

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return