EWM
LUMN icon

Elite Wealth Management’s Lumen LUMN Stock Holding History

Elite 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
Q3 		– Hold
0
– – – 276
2014
Q4 		– Sell
-99
Closed -$4K – 433
2014
Q3 		$4K Hold
99
– – ﹤0.01% 394
2014
Q2 		$4K Hold
99
– – ﹤0.01% 329
2014
Q1 		$3K Sell
99
-2,126
-96% -$65K ﹤0.01% 294
2013
Q4 		$71K Buy
2,225
+38
+2% +$1.21K 0.05% 128
2013
Q3 		$69K Buy
2,187
+88
+4% +$3K 0.06% 150
2013
Q2 		$74K Buy
+2,099
New +$76.3K 0.11% 100

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 $2.9T AUM 29.55% 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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return