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Cobiz Wealth’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Cobiz Wealth’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
Q3 		– Sell
-63
Closed -$2K – 259
2013
Q2 		$2K Buy
+63
New +$2.29K ﹤0.01% 367

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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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cobiz Wealth's LUMN Position: Q3 2013 in Review

Cobiz Wealth sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2013, closing a stake of 63 shares — an estimated $2K sold.

Cobiz Wealth first reported a position in LUMN in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 603 funds tracked by Wall St. Rank hold LUMN as of Q3 2013.

  • Cobiz Wealth reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 63 Lumen Technologies, Inc. Common Stock shares in Q3 2013, an estimated $2K.
  • Cobiz Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q2 2013.
  • 603 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.