CIA
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Choate Investment Advisors’s Lumen LUMN Stock Holding History

Choate Investment 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
Q1 		– Sell
-6,264
Closed -$248K – 272
2015
Q4 		$248K Buy
+6,264
New +$168K 0.02% 235
2015
Q3 		– Sell
-208
Closed -$6.11K – 257
2015
Q2 		$6.11K Sell
208
-5,824
-97% -$198K ﹤0.01% 249
2015
Q1 		$208K Sell
6,032
-440
-7% -$16.4K 0.01% 242
2014
Q4 		$256K Buy
6,472
+366
+6% +$14.6K 0.02% 234
2014
Q3 		$250K Sell
6,106
-539
-8% -$21.2K 0.02% 230
2014
Q2 		$237K Buy
6,645
+6,363
+2,256% +$228K 0.01% 247
2014
Q1 		$9.26K Buy
+282
New +$8.63K ﹤0.01% 283

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return