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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

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BlackRock
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SAM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return