Summit Financial Wealth Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Summit Financial Wealth 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
2018 Q3	–	Sell	-64,795	Closed	-$1.06M	–	151
2018 Q2	$1.06M	Hold	64,795	–	–	0.36%	61
2018 Q1	$1.06M	Buy	64,795 +24,305	+60%	+$422K	0.35%	61
2017 Q4	$675K	Sell	40,490 -10,064	-20%	-$171K	0.23%	76
2017 Q3	$955K	Buy	50,554 +26,512	+110%	+$558K	0.35%	66
2017 Q2	$574K	Buy	24,042 +12,838	+115%	+$323K	0.23%	86
2017 Q1	$264K	Hold	11,204	–	–	0.12%	117
2016 Q4	$266K	Sell	11,204 -525	-4%	-$13.3K	0.12%	118
2016 Q3	$322K	Sell	11,729 -65	-0.6%	-$1.9K	0.14%	108
2016 Q2	$342K	Sell	11,794 -1,600	-12%	-$46.6K	0.14%	105
2016 Q1	$428K	Sell	13,394 -4,467	-25%	-$125K	0.19%	99
2015 Q4	$449K	Buy	+17,861	New	+$479K	0.21%	90
2015 Q1	–	Sell	-1,400	Closed	-$55K	–	248
2014 Q4	$55K	Buy	+1,400	New	+$56K	0.04%	115

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 $3.38T AUM 44.17% 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

Summit Financial Wealth Advisors's LUMN Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2018, closing a stake of 64,795 shares — an estimated $1.06M sold.

Summit Financial Wealth Advisors first reported a position in LUMN in Q4 2014 and held it in 12 quarters. The position peaked at $1.06M in Q2 2018. 762 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 64,795 Lumen Technologies, Inc. Common Stock shares in Q3 2018, an estimated $1.06M.
Summit Financial Wealth Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2014 and held it in 12 quarters.
Summit Financial Wealth Advisors's Lumen Technologies, Inc. Common Stock position peaked at $1.06M in Q2 2018.
762 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.