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LUMN icon

Portfolio Solutions’s Lumen LUMN Stock Holding History

Portfolio Solutions’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
-57
Closed -$1K – 119
2018
Q1 		$1K Hold
57
– – ﹤0.01% 202
2017
Q4 		$1K Hold
57
– – ﹤0.01% 182
2017
Q3 		$1K Hold
57
– – ﹤0.01% 173
2017
Q2 		$1K Hold
57
– – ﹤0.01% 163
2017
Q1 		$1K Buy
+57
New +$1.39K ﹤0.01% 191

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $871B AUM 31.28% 1-Year Est. Return

Portfolio Solutions's LUMN Position: Q2 2018 in Review

Portfolio Solutions sold out of Lumen (LUMN) in Q2 2018, closing a stake of 57 shares — an estimated $1K sold.

Portfolio Solutions first reported a position in LUMN in Q1 2017 and held it in 5 quarters. The position peaked at $1K in Q1 2018. 730 funds tracked by Wall St. Rank hold LUMN as of Q2 2018.

  • Portfolio Solutions reported no remaining Lumen position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 57 Lumen shares in Q2 2018, an estimated $1K.
  • Portfolio Solutions first reported a position in Lumen in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's Lumen position peaked at $1K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Lumen as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.