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Telemus Capital’s Lumen LUMN Stock Holding History

Telemus Capital’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
2020
Q1 		– Sell
-30,218
Closed -$399K – 408
2019
Q4 		$399K Sell
30,218
-17,400
-37% -$233K 0.03% 277
2019
Q3 		$594K Sell
47,618
-200
-0.4% -$2.38K 0.05% 227
2019
Q2 		$564K Sell
47,818
-1,542
-3% -$17.3K 0.05% 223
2019
Q1 		$592K Buy
+49,360
New +$686K 0.04% 256

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Telemus Capital's LUMN Position: Q1 2020 in Review

Telemus Capital sold out of Lumen (LUMN) in Q1 2020, closing a stake of 30,218 shares — an estimated $399K sold.

Telemus Capital first reported a position in LUMN in Q1 2019 and held it in 4 quarters. The position peaked at $594K in Q3 2019. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

  • Telemus Capital reported no remaining Lumen position as of Q1 2020 after selling out during the quarter.
  • Telemus Capital sold 30,218 Lumen shares in Q1 2020, an estimated $399K.
  • Telemus Capital first reported a position in Lumen in Q1 2019 and held it in 4 quarters.
  • Telemus Capital's Lumen position peaked at $594K in Q3 2019.
  • 692 funds tracked by Wall St. Rank held Lumen as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.