Brick & Kyle Associates’s Lumen LUMN Stock Holding History

Brick & Kyle Associates’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	-500	Closed	-$12K	–	242
2017 Q1	$12K	Sell	500 -200	-29%	-$4.88K	0.01%	333
2016 Q4	$17K	Hold	700	–	–	0.01%	298
2016 Q3	$19K	Hold	700	–	–	0.02%	281
2016 Q2	$20K	Buy	700 +200	+40%	+$5.83K	0.02%	266
2016 Q1	$16K	Hold	500	–	–	0.01%	288
2015 Q4	$13K	Hold	500	–	–	0.01%	309
2015 Q3	$13K	Hold	500	–	–	0.01%	313
2015 Q2	$15K	Sell	500 -1,200	-71%	-$40.9K	0.01%	325
2015 Q1	$59K	Hold	1,700	–	–	0.05%	164
2014 Q4	$67K	Buy	+1,700	New	+$68K	0.06%	148

Other funds holding LUMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brick & Kyle Associates's LUMN Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Lumen (LUMN) in Q2 2017, closing a stake of 500 shares — an estimated $12K sold.

Brick & Kyle Associates first reported a position in LUMN in Q4 2014 and held it in 10 quarters. The position peaked at $67K in Q4 2014. 659 funds tracked by Wall St. Rank hold LUMN as of Q2 2017.

Brick & Kyle Associates reported no remaining Lumen position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 500 Lumen shares in Q2 2017, an estimated $12K.
Brick & Kyle Associates first reported a position in Lumen in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's Lumen position peaked at $67K in Q4 2014.
659 funds tracked by Wall St. Rank held Lumen as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.