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Boston Advisors’s Lumen LUMN Stock Holding History

Boston Advisors’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
2016
Q4 		– Sell
-197,843
Closed -$5.43M – 655
2016
Q3 		$5.43M Buy
+197,843
New +$5.78M 0.13% 187
2015
Q2 		– Sell
-184,237
Closed -$6.37M – 673
2015
Q1 		$6.37M Buy
+184,237
New +$6.88M 0.25% 120
2013
Q3 		– Sell
-9,463
Closed -$335K – 579
2013
Q2 		$335K Buy
+9,463
New +$344K 0.02% 376

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Advisors's LUMN Position: Q4 2016 in Review

Boston Advisors sold out of Lumen (LUMN) in Q4 2016, closing a stake of 197,843 shares — an estimated $5.43M sold.

Boston Advisors first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $6.37M in Q1 2015. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

  • Boston Advisors reported no remaining Lumen position as of Q4 2016 after selling out during the quarter.
  • Boston Advisors sold 197,843 Lumen shares in Q4 2016, an estimated $5.43M.
  • Boston Advisors first reported a position in Lumen in Q2 2013 and held it in 3 quarters.
  • Boston Advisors's Lumen position peaked at $6.37M in Q1 2015.
  • 664 funds tracked by Wall St. Rank held Lumen as of Q4 2016.

Based on Boston Advisors's 13F filing for Q4 2016, filed 25 Jan 2017.