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Eads & Heald Wealth Management’s Lumen LUMN Stock Holding History

Eads & Heald 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
2015
Q2 		– Sell
-6,180
Closed -$214K – 136
2015
Q1 		$214K Hold
6,180
– – 0.14% 128
2014
Q4 		$245K Buy
6,180
+1,200
+24% +$48K 0.16% 121
2014
Q3 		$204K Buy
+4,980
New +$196K 0.14% 117

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eads & Heald Wealth Management's LUMN Position: Q2 2015 in Review

Eads & Heald Wealth Management sold out of Lumen (LUMN) in Q2 2015, closing a stake of 6,180 shares — an estimated $214K sold.

Eads & Heald Wealth Management first reported a position in LUMN in Q3 2014 and held it in 3 quarters. The position peaked at $245K in Q4 2014. 645 funds tracked by Wall St. Rank hold LUMN as of Q2 2015.

  • Eads & Heald Wealth Management reported no remaining Lumen position as of Q2 2015 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 6,180 Lumen shares in Q2 2015, an estimated $214K.
  • Eads & Heald Wealth Management first reported a position in Lumen in Q3 2014 and held it in 3 quarters.
  • Eads & Heald Wealth Management's Lumen position peaked at $245K in Q4 2014.
  • 645 funds tracked by Wall St. Rank held Lumen as of Q2 2015.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.