SIAS
LUMN icon

Shine Investment Advisory Services’s Lumen LUMN Stock Holding History

Shine Investment Advisory Services’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
Q3 		$70K Hold
6,956
– – 0.02% 242
2020
Q2 		$70K Hold
6,956
– – 0.03% 238
2020
Q1 		$66K Buy
6,956
+18
+0.3% +$225 0.03% 232
2019
Q4 		$92K Sell
6,938
-26
-0.4% -$349 0.04% 226
2019
Q3 		$87K Buy
+6,964
New +$82.7K 0.04% 208

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's LUMN Position: Q3 2020 in Review

Shine Investment Advisory Services held its Lumen (LUMN) position steady in Q3 2020 at 6,956 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #242.

Shine Investment Advisory Services first reported a position in LUMN in Q3 2019 and has held it in 5 quarters since. The position peaked at $92K in Q4 2019. 707 funds tracked by Wall St. Rank hold LUMN as of Q3 2020.

  • Shine Investment Advisory Services held 6,956 shares of Lumen worth $70K as of Q3 2020.
  • Shine Investment Advisory Services left its Lumen share count unchanged in Q3 2020.
  • Lumen made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #242 holding.
  • Shine Investment Advisory Services first reported a position in Lumen in Q3 2019 and has held it in 5 quarters since.
  • Shine Investment Advisory Services's Lumen position peaked at $92K in Q4 2019.
  • 707 funds tracked by Wall St. Rank held Lumen as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.