WFG Advisors’s Lumen LUMN Stock Holding History

WFG 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
2017 Q2	$1.99M	Buy	83,369 +12,913	+18%	+$324K	0.45%	54
2017 Q1	$1.66M	Sell	70,456 -12,937	-16%	-$316K	0.44%	52
2016 Q4	$1.98M	Sell	83,393 -1,854	-2%	-$47.1K	0.49%	47
2016 Q3	$2.34M	Sell	85,247 -2,091	-2%	-$61K	0.58%	32
2016 Q2	$2.53M	Sell	87,338 -7,872	-8%	-$229K	0.68%	25
2016 Q1	$3.04M	Sell	95,210 -7,458	-7%	-$209K	0.88%	18
2015 Q4	$2.58M	Sell	102,668 -1,941	-2%	-$52.1K	0.77%	22
2015 Q3	$2.63M	Buy	104,609 +12,628	+14%	+$350K	0.82%	22
2015 Q2	$2.7M	Buy	91,981 +32,942	+56%	+$1.12M	0.74%	23
2015 Q1	$2.04M	Buy	59,039 +5,558	+10%	+$208K	0.57%	30
2014 Q4	$2.12M	Sell	53,481 -399	-0.7%	-$16K	0.43%	40
2014 Q3	$2.2M	Hold	53,880	–	–	0.42%	38
2014 Q2	$1.95M	Sell	53,880 -1,679	-3%	-$60.3K	0.36%	54
2014 Q1	$1.82M	Buy	55,559 +6,951	+14%	+$213K	0.37%	45
2013 Q4	$1.55M	Buy	48,608 +9,756	+25%	+$312K	0.22%	113
2013 Q3	$1.22M	Buy	38,852 +22,863	+143%	+$778K	0.19%	137
2013 Q2	$565K	Buy	+15,989	New	+$581K	0.09%	241

Other funds holding LUMN

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

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