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Aris Wealth Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Aris Wealth Services’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
2015
Q2 		– Sell
-285
Closed -$10K – 527
2015
Q1 		$10K Buy
+285
New +$10.6K 0.01% 365

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State Street
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Bank of New York Mellon
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aris Wealth Services's LUMN Position: Q2 2015 in Review

Aris Wealth Services sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2015, closing a stake of 285 shares — an estimated $10K sold.

Aris Wealth Services first reported a position in LUMN in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 646 funds tracked by Wall St. Rank hold LUMN as of Q2 2015.

  • Aris Wealth Services reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 285 Lumen Technologies, Inc. Common Stock shares in Q2 2015, an estimated $10K.
  • Aris Wealth Services first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's Lumen Technologies, Inc. Common Stock position peaked at $10K in Q1 2015.
  • 646 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.