Capital World Investors’s Lumen LUMN Stock Holding History

Capital World Investors’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 Q3	–	Sell	-5,950,000	Closed	-$142M	–	511
2017 Q2	$142M	Buy	+5,950,000	New	+$149M	0.03%	251
2015 Q3	–	Sell	-4,290,000	Closed	-$126M	–	537
2015 Q2	$126M	Hold	4,290,000	–	–	0.03%	284
2015 Q1	$148M	Hold	4,290,000	–	–	0.04%	271
2014 Q4	$170M	Hold	4,290,000	–	–	0.05%	256
2014 Q3	$175M	Sell	4,290,000 -760,000	-15%	-$29.9M	0.05%	257
2014 Q2	$183M	Hold	5,050,000	–	–	0.05%	249
2014 Q1	$166M	Sell	5,050,000 -4,160,000	-45%	-$127M	0.05%	248
2013 Q4	$293M	Sell	9,210,000 -1,161,120	-11%	-$37.1M	0.08%	202
2013 Q3	$325M	Hold	10,371,120	–	–	0.1%	196
2013 Q2	$367M	Buy	+10,371,120	New	+$377M	0.12%	175

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors's LUMN Position: Q3 2017 in Review

Capital World Investors sold out of Lumen (LUMN) in Q3 2017, closing a stake of 5,950,000 shares — an estimated $142M sold.

Capital World Investors first reported a position in LUMN in Q2 2013 and held it in 10 quarters. The position peaked at $367M in Q2 2013. 626 funds tracked by Wall St. Rank hold LUMN as of Q3 2017.

Capital World Investors reported no remaining Lumen position as of Q3 2017 after selling out during the quarter.
Capital World Investors sold 5,950,000 Lumen shares in Q3 2017, an estimated $142M.
Capital World Investors first reported a position in Lumen in Q2 2013 and held it in 10 quarters.
Capital World Investors's Lumen position peaked at $367M in Q2 2013.
626 funds tracked by Wall St. Rank held Lumen as of Q3 2017.

Based on Capital World Investors's 13F filing for Q3 2017, filed 14 Nov 2017.