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

Concert Wealth 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 Q4	–	Sell	-64,446	Closed	-$1.77M	–	754
2016 Q3	$1.77M	Buy	64,446 +16,307	+34%	+$476K	0.21%	116
2016 Q2	$1.4M	Buy	48,139 +11,016	+30%	+$321K	0.19%	144
2016 Q1	$1.19M	Buy	37,123 +4,174	+13%	+$117K	0.16%	169
2015 Q4	$832K	Sell	32,949 -7,618	-19%	-$204K	0.11%	233
2015 Q3	$1.02M	Buy	40,567 +2,351	+6%	+$65.1K	0.14%	189
2015 Q2	$1.12M	Buy	38,216 +245	+0.6%	+$8.35K	0.14%	178
2015 Q1	$1.12M	Buy	37,971 +5,204	+16%	+$194K	0.32%	68
2014 Q4	$1.3M	Buy	32,767 +27,580	+532%	+$1.1M	0.2%	130
2014 Q3	$216K	Buy	+5,187	New	+$204K	0.03%	479
2013 Q4	–	Sell	-6,331	Closed	-$202K	–	552
2013 Q3	$202K	Sell	6,331 -2,694	-30%	-$91.7K	0.03%	482
2013 Q2	$315K	Buy	+9,025	New	+$328K	0.05%	328

Other funds holding LUMN

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

BIT

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concert Wealth Management's LUMN Position: Q4 2016 in Review

Concert Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2016, closing a stake of 64,446 shares — an estimated $1.77M sold.

Concert Wealth Management first reported a position in LUMN in Q2 2013 and held it in 11 quarters. The position peaked at $1.77M in Q3 2016. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

Concert Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 64,446 Lumen Technologies, Inc. Common Stock shares in Q4 2016, an estimated $1.77M.
Concert Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 11 quarters.
Concert Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $1.77M in Q3 2016.
664 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.