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Cornerstone Financial Partners’s Lumen LUMN Stock Holding History

Cornerstone Financial Partners’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
-9,330
Closed -$269K – 161
2016
Q2 		$269K Sell
9,330
-2,432
-21% -$70.8K 0.1% 137
2016
Q1 		$374K Buy
+11,762
New +$330K 0.14% 113

Other funds holding LUMN

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Cornerstone Financial Partners's LUMN Position: Q3 2016 in Review

Cornerstone Financial Partners sold out of Lumen (LUMN) in Q3 2016, closing a stake of 9,330 shares — an estimated $269K sold.

Cornerstone Financial Partners first reported a position in LUMN in Q1 2016 and held it in 2 quarters. The position peaked at $374K in Q1 2016. 639 funds tracked by Wall St. Rank hold LUMN as of Q3 2016.

  • Cornerstone Financial Partners reported no remaining Lumen position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 9,330 Lumen shares in Q3 2016, an estimated $269K.
  • Cornerstone Financial Partners first reported a position in Lumen in Q1 2016 and held it in 2 quarters.
  • Cornerstone Financial Partners's Lumen position peaked at $374K in Q1 2016.
  • 639 funds tracked by Wall St. Rank held Lumen as of Q3 2016.

Based on Cornerstone Financial Partners's 13F filing for Q3 2016, filed 31 Oct 2016.