Strategic Wealth Partners’s Lumen LUMN Stock Holding History

Strategic Wealth Partners’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 Q3	–	Sell	-1,500	Closed	-$28K	–	675
2018 Q2	$28K	Buy	+1,500	New	+$27.2K	0.02%	322

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

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

FMI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Strategic Wealth Partners's LUMN Position: Q3 2018 in Review

Strategic Wealth Partners sold out of Lumen (LUMN) in Q3 2018, closing a stake of 1,500 shares — an estimated $28K sold.

Strategic Wealth Partners first reported a position in LUMN in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 762 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

Strategic Wealth Partners reported no remaining Lumen position as of Q3 2018 after selling out during the quarter.
Strategic Wealth Partners sold 1,500 Lumen shares in Q3 2018, an estimated $28K.
Strategic Wealth Partners first reported a position in Lumen in Q2 2018 and held it in 1 quarter.
Strategic Wealth Partners's Lumen position peaked at $28K in Q2 2018.
762 funds tracked by Wall St. Rank held Lumen as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.