Bank Hapoalim BM’s Lumen LUMN Stock Holding History

Bank Hapoalim BM’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 Q1	–	Sell	-9,850	Closed	-$390K	–	170
2014 Q4	$390K	Sell	9,850 -2,500	-20%	-$100K	0.08%	119
2014 Q3	$505K	Sell	12,350 -1,900	-13%	-$74.7K	0.12%	109
2014 Q2	$516K	Sell	14,250 -3,000	-17%	-$108K	0.13%	100
2014 Q1	$566K	Sell	17,250 -2,958	-15%	-$90.5K	0.15%	81
2013 Q4	$644K	Buy	+20,208	New	+$646K	0.2%	74

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

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

Bank Hapoalim BM's LUMN Position: Q1 2015 in Review

Bank Hapoalim BM sold out of Lumen (LUMN) in Q1 2015, closing a stake of 9,850 shares — an estimated $390K sold.

Bank Hapoalim BM first reported a position in LUMN in Q4 2013 and held it in 5 quarters. The position peaked at $644K in Q4 2013. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

Bank Hapoalim BM reported no remaining Lumen position as of Q1 2015 after selling out during the quarter.
Bank Hapoalim BM sold 9,850 Lumen shares in Q1 2015, an estimated $390K.
Bank Hapoalim BM first reported a position in Lumen in Q4 2013 and held it in 5 quarters.
Bank Hapoalim BM's Lumen position peaked at $644K in Q4 2013.
667 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on Bank Hapoalim BM's 13F filing for Q1 2015, filed 11 May 2015.