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Compass Efficient Model Portfolios’s Lumen LUMN Stock Holding History

Compass Efficient Model Portfolios’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
Q4 		$0 Hold
1
– – ﹤0.01% 135
2013
Q3 		$0 Hold
1
– – ﹤0.01% 106
2013
Q2 		$0 Buy
+1
New +$36 ﹤0.01% 89

Other funds holding LUMN

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 $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Compass Efficient Model Portfolios's LUMN Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Lumen (LUMN) position steady in Q4 2013 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Compass Efficient Model Portfolios first reported a position in LUMN in Q2 2013 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • Compass Efficient Model Portfolios held 1 share of Lumen worth $0 as of Q4 2013.
  • Compass Efficient Model Portfolios left its Lumen share count unchanged in Q4 2013.
  • Lumen made up ﹤0.01% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #135 holding.
  • Compass Efficient Model Portfolios first reported a position in Lumen in Q2 2013 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Lumen as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.