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Columbia Partners Investment Management’s Lumen LUMN Stock Holding History

Columbia Partners Investment Management’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
Q3 		– Sell
-30,385
Closed -$881K – 334
2016
Q2 		$881K Sell
30,385
-304
-1% -$8.86K 0.07% 302
2016
Q1 		$980K Buy
+30,689
New +$860K 0.07% 275
2015
Q4 		– Sell
-33,575
Closed -$843K – 358
2015
Q3 		$843K Buy
+33,575
New +$929K 0.06% 288

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Columbia Partners Investment Management's LUMN Position: Q3 2016 in Review

Columbia Partners Investment Management sold out of Lumen (LUMN) in Q3 2016, closing a stake of 30,385 shares — an estimated $881K sold.

Columbia Partners Investment Management first reported a position in LUMN in Q3 2015 and held it in 3 quarters. The position peaked at $980K in Q1 2016. 638 funds tracked by Wall St. Rank hold LUMN as of Q3 2016.

  • Columbia Partners Investment Management reported no remaining Lumen position as of Q3 2016 after selling out during the quarter.
  • Columbia Partners Investment Management sold 30,385 Lumen shares in Q3 2016, an estimated $881K.
  • Columbia Partners Investment Management first reported a position in Lumen in Q3 2015 and held it in 3 quarters.
  • Columbia Partners Investment Management's Lumen position peaked at $980K in Q1 2016.
  • 638 funds tracked by Wall St. Rank held Lumen as of Q3 2016.

Based on Columbia Partners Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.