PWAG
LUMN icon

Polaris Wealth Advisory Group’s Lumen LUMN Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q4 		– Sell
-12,620
Closed -$346K – 121
2016
Q3 		$346K Sell
12,620
-295
-2% -$8.61K 0.04% 89
2016
Q2 		$375K Sell
12,915
-261
-2% -$7.6K 0.06% 74
2016
Q1 		$421K Buy
+13,176
New +$369K 0.07% 79
2015
Q1 		– Sell
-90,573
Closed -$3.58M – 88
2014
Q4 		$3.58M Buy
90,573
+5,878
+7% +$235K 0.74% 34
2014
Q3 		$3.46M Buy
+84,695
New +$3.33M 0.78% 22

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return