Taylor Wealth Management Partners’s Lumen LUMN Stock Holding History

Taylor Wealth Management 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
2019 Q1	–	Sell	-200	Closed	-$3K	–	87
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	113
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	121
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	127
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	123
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	146
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	148
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	147
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	143
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	145
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	136
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	125
2016 Q1	$6K	Sell	200 -2	-1%	-$56	﹤0.01%	125
2015 Q4	$5K	Buy	202 +2	+1%	+$54	﹤0.01%	122
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	136
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	161
2015 Q1	$7K	Buy	+200	New	+$7.47K	﹤0.01%	153

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 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 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Taylor Wealth Management Partners's LUMN Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Lumen (LUMN) in Q1 2019, closing a stake of 200 shares — an estimated $3K sold.

Taylor Wealth Management Partners first reported a position in LUMN in Q1 2015 and held it in 16 quarters. The position peaked at $7K in Q1 2015. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Lumen shares in Q1 2019, an estimated $3K.
Taylor Wealth Management Partners first reported a position in Lumen in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Lumen position peaked at $7K in Q1 2015.
751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.