BIG
LUMN icon

Bellwether Investment Group’s Lumen LUMN Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-200
Closed -$5K – 368
2017
Q1 		$5K Sell
200
-8,341
-98% -$204K 0.01% 620
2016
Q4 		$203K Buy
+8,541
New +$217K 0.18% 136
2016
Q2 		$134K Buy
+4,632
New +$135K 0.15% 151

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellwether Investment Group's LUMN Position: Q2 2017 in Review

Bellwether Investment Group sold out of Lumen (LUMN) in Q2 2017, closing a stake of 200 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in LUMN in Q2 2016 and held it in 3 quarters. The position peaked at $203K in Q4 2016. 659 funds tracked by Wall St. Rank hold LUMN as of Q2 2017.

  • Bellwether Investment Group reported no remaining Lumen position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 200 Lumen shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Lumen in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Lumen position peaked at $203K in Q4 2016.
  • 659 funds tracked by Wall St. Rank held Lumen as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.