WESPAC Advisors SoCal’s Lumen LUMN Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-34	Closed	–	–	201
2019 Q1	$0	Hold	34	–	–	﹤0.01%	358
2018 Q4	$0	Hold	34	–	–	﹤0.01%	364
2018 Q3	$0	Buy	+34	New	+$711	﹤0.01%	314
2018 Q2	–	Sell	-34	Closed	–	–	180
2018 Q1	$0	Hold	34	–	–	﹤0.01%	288
2017 Q4	$0	Hold	34	–	–	﹤0.01%	270
2017 Q3	$0	Hold	34	–	–	﹤0.01%	273
2017 Q2	$0	Hold	34	–	–	﹤0.01%	249
2017 Q1	$801	Hold	34	–	–	﹤0.01%	242
2016 Q4	$809	Hold	34	–	–	﹤0.01%	249
2016 Q3	$933	Hold	34	–	–	﹤0.01%	271
2016 Q2	$986	Hold	34	–	–	﹤0.01%	267
2016 Q1	$1.09K	Hold	34	–	–	﹤0.01%	273
2015 Q4	$0	Buy	+34	New	+$912	﹤0.01%	262

Other funds holding LUMN

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America

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