Aris Wealth Services’s Lumen 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

Other funds holding LUMN

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

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

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aris Wealth Services sold out of Lumen (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. 645 funds tracked by Wall St. Rank hold LUMN as of Q2 2015.

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

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