BPB
LUMN icon

Badgley, Phelps & Bell’s Lumen LUMN Stock Holding History

Badgley, Phelps & Bell’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
2013
Q4 		– Sell
-101,823
Closed -$3.19M – 174
2013
Q3 		$3.19M Sell
101,823
-1,257
-1% -$42.8K 0.36% 94
2013
Q2 		$3.64M Buy
+103,080
New +$3.75M 0.43% 93

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Badgley, Phelps & Bell's LUMN Position: Q4 2013 in Review

Badgley, Phelps & Bell sold out of Lumen (LUMN) in Q4 2013, closing a stake of 101,823 shares — an estimated $3.19M sold.

Badgley, Phelps & Bell first reported a position in LUMN in Q2 2013 and held it in 2 quarters. The position peaked at $3.64M in Q2 2013. 613 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • Badgley, Phelps & Bell reported no remaining Lumen position as of Q4 2013 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 101,823 Lumen shares in Q4 2013, an estimated $3.19M.
  • Badgley, Phelps & Bell first reported a position in Lumen in Q2 2013 and held it in 2 quarters.
  • Badgley, Phelps & Bell's Lumen position peaked at $3.64M in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Lumen as of Q4 2013.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2013, filed 5 Feb 2014.