Advisory Research’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-2,202	Closed	-$72K	–	524
2014 Q1	$72K	Sell	2,202 -20,971	-90%	-$642K	﹤0.01%	423
2013 Q4	$738K	Buy	+23,173	New	+$740K	0.01%	262
2013 Q3	–	Sell	-33,567	Closed	-$1.19M	–	311
2013 Q2	$1.19M	Buy	+33,567	New	+$1.22M	0.01%	234

Other funds holding LUMN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Research's LUMN Position: Q2 2014 in Review

Advisory Research sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2014, closing a stake of 2,202 shares — an estimated $72K sold.

Advisory Research first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $1.19M in Q2 2013. 618 funds tracked by Wall St. Rank hold LUMN as of Q2 2014.

Advisory Research reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,202 Lumen Technologies, Inc. Common Stock shares in Q2 2014, an estimated $72K.
Advisory Research first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
Advisory Research's Lumen Technologies, Inc. Common Stock position peaked at $1.19M in Q2 2013.
618 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.