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Foresters Investment Management’s Lumen LUMN Stock Holding History

Foresters Investment 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
Q3 		– Sell
-28,800
Closed -$1.02M – 278
2013
Q2 		$1.02M Buy
+28,800
New +$1.05M 0.03% 215

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Foresters Investment Management's LUMN Position: Q3 2013 in Review

Foresters Investment Management sold out of Lumen (LUMN) in Q3 2013, closing a stake of 28,800 shares — an estimated $1.02M sold.

Foresters Investment Management first reported a position in LUMN in Q2 2013 and held it in 1 quarter. The position peaked at $1.02M in Q2 2013. 603 funds tracked by Wall St. Rank hold LUMN as of Q3 2013.

  • Foresters Investment Management reported no remaining Lumen position as of Q3 2013 after selling out during the quarter.
  • Foresters Investment Management sold 28,800 Lumen shares in Q3 2013, an estimated $1.02M.
  • Foresters Investment Management first reported a position in Lumen in Q2 2013 and held it in 1 quarter.
  • Foresters Investment Management's Lumen position peaked at $1.02M in Q2 2013.
  • 603 funds tracked by Wall St. Rank held Lumen as of Q3 2013.

Based on Foresters Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.