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SBIA
Sheaff Brock Investment Advisors’s
Lumen
LUMN
Stock Holding History
Sheaff Brock Investment 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
2020
Q4
–
Sell
-11,193
Closed
-$113K
–
500
2020
Q3
$113K
Sell
11,193
-7,946
-42%
-$82.6K
0.01%
424
2020
Q2
$192K
Buy
+19,139
New
+$191K
0.03%
386
2020
Q1
–
Sell
-11,619
Closed
-$153K
–
461
2019
Q4
$153K
Sell
11,619
-3,149
-21%
-$42.2K
0.02%
434
2019
Q3
$184K
Sell
14,768
-368
-2%
-$4.37K
0.03%
408
2019
Q2
$178K
Sell
15,136
-7,370
-33%
-$82.9K
0.02%
432
2019
Q1
$270K
Sell
22,506
-208
-0.9%
-$2.89K
0.04%
363
2018
Q4
$344K
Buy
22,714
+1,262
+6%
+$24.1K
0.05%
291
2018
Q3
$455K
Sell
21,452
-325
-1%
-$6.8K
0.06%
280
2018
Q2
$406K
Sell
21,777
-1,078
-5%
-$19.6K
0.05%
301
2018
Q1
$376K
Buy
22,855
+531
+2%
+$9.21K
0.05%
312
2017
Q4
$372K
Buy
22,324
+1,888
+9%
+$32K
0.05%
307
2017
Q3
$386K
Sell
20,436
-65
-0.3%
-$1.37K
0.05%
306
2017
Q2
$490K
Sell
20,501
-9,225
-31%
-$232K
0.06%
276
2017
Q1
$701K
Buy
29,726
+2,975
+11%
+$72.6K
0.09%
219
2016
Q4
$636K
Buy
26,751
+6,955
+35%
+$177K
0.08%
241
2016
Q3
$543K
Sell
19,796
-1,133
-5%
-$33.1K
0.07%
260
2016
Q2
$607K
Buy
20,929
+7,644
+58%
+$223K
0.08%
248
2016
Q1
$425K
Buy
13,285
+1,391
+12%
+$39K
0.05%
315
2015
Q4
$299K
Buy
+11,894
New
+$319K
0.03%
411
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1-Year Est. Return
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$481B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
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$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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