Vontobel Swiss Wealth Advisors’s Lumen LUMN Stock Holding History

Vontobel Swiss 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
2019 Q1	–	Sell	-10,000	Closed	-$152K	–	78
2018 Q4	$152K	Hold	10,000	–	–	0.11%	75
2018 Q3	$212K	Sell	10,000 -2,500	-20%	-$52.3K	0.12%	82
2018 Q2	$233K	Hold	12,500	–	–	0.13%	77
2018 Q1	$205K	Buy	12,500 +2,000	+19%	+$34.7K	0.11%	84
2017 Q4	$175K	Buy	+10,500	New	+$178K	0.1%	83
2017 Q3	–	Sell	-22,600	Closed	-$540K	–	76
2017 Q2	$540K	Buy	22,600 +3,150	+16%	+$79.1K	0.34%	41
2017 Q1	$458K	Buy	+19,450	New	+$475K	0.25%	47

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

FMI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's LUMN Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Lumen (LUMN) in Q1 2019, closing a stake of 10,000 shares — an estimated $152K sold.

Vontobel Swiss Wealth Advisors first reported a position in LUMN in Q1 2017 and held it in 7 quarters. The position peaked at $540K in Q2 2017. 749 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

Vontobel Swiss Wealth Advisors reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 10,000 Lumen shares in Q1 2019, an estimated $152K.
Vontobel Swiss Wealth Advisors first reported a position in Lumen in Q1 2017 and held it in 7 quarters.
Vontobel Swiss Wealth Advisors's Lumen position peaked at $540K in Q2 2017.
749 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.