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Successful Portfolios’s Lumen LUMN Stock Holding History

Successful Portfolios’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
2019
Q3 		– Sell
-10,163
Closed -$120K – 157
2019
Q2 		$120K Sell
10,163
-400
-4% -$4.5K 0.13% 135
2019
Q1 		$127K Buy
+10,563
New +$147K 0.14% 136
2018
Q4 		– Sell
-10,009
Closed -$212K – 133
2018
Q3 		$212K Sell
10,009
-639
-6% -$13.4K 0.23% 129
2018
Q2 		$198K Sell
10,648
-97
-0.9% -$1.76K 0.23% 127
2018
Q1 		$177K Sell
10,745
-96
-0.9% -$1.67K 0.21% 122
2017
Q4 		$181K Buy
+10,841
New +$184K 0.22% 125

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Successful Portfolios's LUMN Position: Q3 2019 in Review

Successful Portfolios sold out of Lumen (LUMN) in Q3 2019, closing a stake of 10,163 shares — an estimated $120K sold.

Successful Portfolios first reported a position in LUMN in Q4 2017 and held it in 6 quarters. The position peaked at $212K in Q3 2018. 691 funds tracked by Wall St. Rank hold LUMN as of Q3 2019.

  • Successful Portfolios reported no remaining Lumen position as of Q3 2019 after selling out during the quarter.
  • Successful Portfolios sold 10,163 Lumen shares in Q3 2019, an estimated $120K.
  • Successful Portfolios first reported a position in Lumen in Q4 2017 and held it in 6 quarters.
  • Successful Portfolios's Lumen position peaked at $212K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held Lumen as of Q3 2019.

Based on Successful Portfolios's 13F filing for Q3 2019, filed 11 Oct 2019.