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Wealthstreet Investment Advisors’s Lumen LUMN Stock Holding History

Wealthstreet Investment 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
-10,550
Closed -$159K – 346
2018
Q4 		$159K Sell
10,550
-1,400
-12% -$26.7K 0.02% 319
2018
Q3 		$254K Hold
11,950
– – 0.03% 312
2018
Q2 		$223K Sell
11,950
-1,000
-8% -$18.2K 0.03% 317
2018
Q1 		$213K Buy
12,950
+850
+7% +$14.7K 0.03% 321
2017
Q4 		$202K Buy
+12,100
New +$205K 0.02% 324

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
Bank of America
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's LUMN Position: Q1 2019 in Review

Wealthstreet Investment Advisors sold out of Lumen (LUMN) in Q1 2019, closing a stake of 10,550 shares — an estimated $159K sold.

Wealthstreet Investment Advisors first reported a position in LUMN in Q4 2017 and held it in 5 quarters. The position peaked at $254K in Q3 2018. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • Wealthstreet Investment Advisors reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 10,550 Lumen shares in Q1 2019, an estimated $159K.
  • Wealthstreet Investment Advisors first reported a position in Lumen in Q4 2017 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Lumen position peaked at $254K in Q3 2018.
  • 751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.