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Woodard & Company Asset Management Group’s Lumen LUMN Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-29
Closed -$1K – 139
2018
Q3 		$1K Hold
29
– – ﹤0.01% 247
2018
Q2 		$541 Hold
29
– – ﹤0.01% 203
2018
Q1 		$0 Sell
29
-28
-49% -$486 ﹤0.01% 224
2017
Q4 		$0 Buy
+57
New +$967 ﹤0.01% 228

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodard & Company Asset Management Group's LUMN Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Lumen (LUMN) in Q4 2018, closing a stake of 29 shares — an estimated $1K sold.

Woodard & Company Asset Management Group first reported a position in LUMN in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 29 Lumen shares in Q4 2018, an estimated $1K.
  • Woodard & Company Asset Management Group first reported a position in Lumen in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Lumen position peaked at $1K in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.