Security National Trust’s Lumen LUMN Stock Holding History

Security National Trust’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 Q4	–	Sell	-265	Closed	-$6K	–	378
2018 Q3	$6K	Hold	265	–	–	﹤0.01%	357
2018 Q2	$5K	Hold	265	–	–	﹤0.01%	368
2018 Q1	$4K	Buy	+265	New	+$4.6K	﹤0.01%	368
2015 Q4	–	Sell	-135	Closed	-$3K	–	495
2015 Q3	$3K	Buy	+135	New	+$3.74K	﹤0.01%	441
2014 Q1	–	Sell	-600	Closed	-$19K	–	536
2013 Q4	$19K	Hold	600	–	–	0.01%	358
2013 Q3	$19K	Hold	600	–	–	0.01%	336
2013 Q2	$21K	Buy	+600	New	+$21.8K	0.01%	324

Other funds holding LUMN

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Trust's LUMN Position: Q4 2018 in Review

Security National Trust sold out of Lumen (LUMN) in Q4 2018, closing a stake of 265 shares — an estimated $6K sold.

Security National Trust first reported a position in LUMN in Q2 2013 and held it in 7 quarters. The position peaked at $21K in Q2 2013. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

Security National Trust reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
Security National Trust sold 265 Lumen shares in Q4 2018, an estimated $6K.
Security National Trust first reported a position in Lumen in Q2 2013 and held it in 7 quarters.
Security National Trust's Lumen position peaked at $21K in Q2 2013.
763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.