SHJ
LUMN icon

Sharkey, Howes & Javer’s Lumen LUMN Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-220
Closed -$5K – 217
2017
Q1 		$5K Buy
+220
New +$5.37K ﹤0.01% 178
2015
Q4 		– Sell
-1,809
Closed -$48K – 262
2015
Q3 		$48K Buy
1,809
+1,359
+302% +$37.6K 0.04% 91
2015
Q2 		$13K Sell
450
-1,059
-70% -$36.1K 0.01% 155
2015
Q1 		$52K Buy
+1,509
New +$56.4K 0.03% 89

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sharkey, Howes & Javer's LUMN Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Lumen (LUMN) in Q2 2017, closing a stake of 220 shares — an estimated $5K sold.

Sharkey, Howes & Javer first reported a position in LUMN in Q1 2015 and held it in 4 quarters. The position peaked at $52K in Q1 2015. 659 funds tracked by Wall St. Rank hold LUMN as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining Lumen position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 220 Lumen shares in Q2 2017, an estimated $5K.
  • Sharkey, Howes & Javer first reported a position in Lumen in Q1 2015 and held it in 4 quarters.
  • Sharkey, Howes & Javer's Lumen position peaked at $52K in Q1 2015.
  • 659 funds tracked by Wall St. Rank held Lumen as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.