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Pathway Financial Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Pathway Financial Advisors’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
Q1 		– Sell
-62
Closed -$1K – 450
2017
Q4 		$1K Buy
+62
New +$1.05K ﹤0.01% 449

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SAM
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Pathway Financial Advisors's LUMN Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2018, closing a stake of 62 shares — an estimated $1K sold.

Pathway Financial Advisors first reported a position in LUMN in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 715 funds tracked by Wall St. Rank hold LUMN as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 62 Lumen Technologies, Inc. Common Stock shares in Q1 2018, an estimated $1K.
  • Pathway Financial Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Lumen Technologies, Inc. Common Stock position peaked at $1K in Q4 2017.
  • 715 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.