Choate Investment Advisors’s Lumen Technologies, Inc. Common Stock 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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Choate Investment Advisors's LUMN Position: Q1 2016 in Review

Choate Investment Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2016, closing a stake of 6,264 shares — an estimated $248K sold.

Choate Investment Advisors first reported a position in LUMN in Q1 2014 and held it in 7 quarters. The position peaked at $256K in Q4 2014. 657 funds tracked by Wall St. Rank hold LUMN as of Q1 2016.

Choate Investment Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
Choate Investment Advisors sold 6,264 Lumen Technologies, Inc. Common Stock shares in Q1 2016, an estimated $248K.
Choate Investment Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2014 and held it in 7 quarters.
Choate Investment Advisors's Lumen Technologies, Inc. Common Stock position peaked at $256K in Q4 2014.
657 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.