First Trust Advisors
LMOS

First Trust Advisors’s Lumos Networks Corp LMOS Stock Holding History

First Trust Advisors’s Portfolio LMOS Stock Details LMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,017
Closed -$145K – 2439
2016
Q2 		$145K Sell
12,017
-72,985
-86% -$904K ﹤0.01% 2214
2016
Q1 		$1.09M Sell
85,002
-10,260
-11% -$120K ﹤0.01% 1637
2015
Q4 		$1.07M Sell
95,262
-3,275
-3% -$39.6K ﹤0.01% 1715
2015
Q3 		$1.2M Sell
98,537
-3,150
-3% -$41.1K ﹤0.01% 1658
2015
Q2 		$1.5M Buy
101,687
+52,264
+106% +$773K ﹤0.01% 1654
2015
Q1 		$754K Buy
49,423
+8,838
+22% +$149K ﹤0.01% 1840
2014
Q4 		$683K Buy
40,585
+29,913
+280% +$489K ﹤0.01% 1882
2014
Q3 		$173K Buy
10,672
+86
+0.8% +$1.27K ﹤0.01% 2162
2014
Q2 		$153K Sell
10,586
-4,607
-30% -$63.3K ﹤0.01% 2183
2014
Q1 		$203K Sell
15,193
-71,336
-82% -$1.22M ﹤0.01% 2179
2013
Q4 		$1.82M Buy
86,529
+4,827
+6% +$107K 0.01% 1393
2013
Q3 		$1.77M Buy
81,702
+20,187
+33% +$362K 0.01% 1271
2013
Q2 		$1.05M Buy
+61,515
New +$897K 0.01% 1427

Other funds holding LMOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 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 $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors's LMOS Position: Q3 2016 in Review

First Trust Advisors sold out of Lumos Networks Corp (LMOS) in Q3 2016, closing a stake of 12,017 shares — an estimated $145K sold.

First Trust Advisors first reported a position in LMOS in Q2 2013 and held it in 13 quarters. The position peaked at $1.82M in Q4 2013. 101 funds tracked by Wall St. Rank hold LMOS as of Q3 2016.

  • First Trust Advisors reported no remaining Lumos Networks Corp position as of Q3 2016 after selling out during the quarter.
  • First Trust Advisors sold 12,017 Lumos Networks Corp shares in Q3 2016, an estimated $145K.
  • First Trust Advisors first reported a position in Lumos Networks Corp in Q2 2013 and held it in 13 quarters.
  • First Trust Advisors's Lumos Networks Corp position peaked at $1.82M in Q4 2013.
  • 101 funds tracked by Wall St. Rank held Lumos Networks Corp as of Q3 2016.

Based on First Trust Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.