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Burney Company’s Lumen LUMN Stock Holding History

Burney Company’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
-7,583
Closed -$238K – 415
2013
Q3 		$238K Sell
7,583
-5,319
-41% -$181K 0.03% 374
2013
Q2 		$456K Buy
+12,902
New +$469K 0.06% 268

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

Burney Company's LUMN Position: Q4 2013 in Review

Burney Company sold out of Lumen (LUMN) in Q4 2013, closing a stake of 7,583 shares — an estimated $238K sold.

Burney Company first reported a position in LUMN in Q2 2013 and held it in 2 quarters. The position peaked at $456K in Q2 2013. 613 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • Burney Company reported no remaining Lumen position as of Q4 2013 after selling out during the quarter.
  • Burney Company sold 7,583 Lumen shares in Q4 2013, an estimated $238K.
  • Burney Company first reported a position in Lumen in Q2 2013 and held it in 2 quarters.
  • Burney Company's Lumen position peaked at $456K in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Lumen as of Q4 2013.

Based on Burney Company's 13F filing for Q4 2013, filed 3 Feb 2014.