Wealth Advisors of Tampa Bay’s Lumen LUMN Stock Holding History

Wealth Advisors of Tampa Bay’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	-26,677	Closed	-$493K	–	72
2018 Q2	$493K	Sell	26,677 -3,180	-11%	-$57.8K	0.38%	50
2018 Q1	$489K	Sell	29,857 -1,050	-3%	-$18.2K	0.35%	53
2017 Q4	$533K	Buy	+30,907	New	+$524K	0.37%	53

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 $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.37T AUM 24.88% 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

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

Wealth Advisors of Tampa Bay's LUMN Position: Q3 2018 in Review

Wealth Advisors of Tampa Bay sold out of Lumen (LUMN) in Q3 2018, closing a stake of 26,677 shares — an estimated $493K sold.

Wealth Advisors of Tampa Bay first reported a position in LUMN in Q4 2017 and held it in 3 quarters. The position peaked at $533K in Q4 2017. 763 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

Wealth Advisors of Tampa Bay reported no remaining Lumen position as of Q3 2018 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 26,677 Lumen shares in Q3 2018, an estimated $493K.
Wealth Advisors of Tampa Bay first reported a position in Lumen in Q4 2017 and held it in 3 quarters.
Wealth Advisors of Tampa Bay's Lumen position peaked at $533K in Q4 2017.
763 funds tracked by Wall St. Rank held Lumen as of Q3 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2018, filed 25 Oct 2018.