SWS Partners’s Lumen LUMN Stock Holding History

SWS 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 Q2	–	Sell	-161	Closed	-$3K	–	219
2018 Q1	$3K	Hold	161	–	–	﹤0.01%	341
2017 Q4	$3K	Buy	+161	New	+$2.73K	﹤0.01%	351

Other funds holding LUMN

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWS Partners's LUMN Position: Q2 2018 in Review

SWS Partners sold out of Lumen (LUMN) in Q2 2018, closing a stake of 161 shares — an estimated $3K sold.

SWS Partners first reported a position in LUMN in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 730 funds tracked by Wall St. Rank hold LUMN as of Q2 2018.

SWS Partners reported no remaining Lumen position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 161 Lumen shares in Q2 2018, an estimated $3K.
SWS Partners first reported a position in Lumen in Q4 2017 and held it in 2 quarters.
SWS Partners's Lumen position peaked at $3K in Q1 2018.
730 funds tracked by Wall St. Rank held Lumen as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.