ECM
LUMN icon

ETrade Capital Management’s Lumen LUMN Stock Holding History

ETrade Capital 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
2013
Q4 		– Sell
-63
Closed -$2K – 882
2013
Q3 		$2K Sell
63
-18
-22% -$613 ﹤0.01% 849
2013
Q2 		$3K Buy
+81
New +$2.94K ﹤0.01% 765

Other funds holding LUMN

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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ETrade Capital Management's LUMN Position: Q4 2013 in Review

ETrade Capital Management sold out of Lumen (LUMN) in Q4 2013, closing a stake of 63 shares — an estimated $2K sold.

ETrade Capital Management first reported a position in LUMN in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q2 2013. 613 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • ETrade Capital Management reported no remaining Lumen position as of Q4 2013 after selling out during the quarter.
  • ETrade Capital Management sold 63 Lumen shares in Q4 2013, an estimated $2K.
  • ETrade Capital Management first reported a position in Lumen in Q2 2013 and held it in 2 quarters.
  • ETrade Capital Management's Lumen position peaked at $3K in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Lumen as of Q4 2013.

Based on ETrade Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.