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Signature Wealth Management Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Signature Wealth Management Group’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
-397
Closed -$8K – 198
2018
Q3 		$8K Hold
397
– – 0.01% 206
2018
Q2 		$7K Hold
397
– – 0.01% 212
2018
Q1 		$7K Sell
397
-140
-26% -$2.43K 0.01% 210
2017
Q4 		$9K Buy
+537
New +$9.11K 0.01% 196

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Vanguard Group
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BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Signature Wealth Management Group's LUMN Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2018, closing a stake of 397 shares — an estimated $8K sold.

Signature Wealth Management Group first reported a position in LUMN in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 397 Lumen Technologies, Inc. Common Stock shares in Q4 2018, an estimated $8K.
  • Signature Wealth Management Group first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Lumen Technologies, Inc. Common Stock position peaked at $9K in Q4 2017.
  • 763 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.