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Gary Goldberg Planning Services’s Lumen LUMN Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$12K Sell
304
-81
-21% -$3.24K 0.01% 337
2014
Q3 		$16K Hold
385
– – 0.01% 330
2014
Q2 		$14K Hold
385
– – 0.01% 319
2014
Q1 		$13K Hold
385
– – 0.01% 309
2013
Q4 		$12K Buy
385
+140
+57% +$4.47K 0.01% 278
2013
Q3 		$8K Hold
245
– – ﹤0.01% 301
2013
Q2 		$9K Buy
+245
New +$8.91K 0.01% 306

Other funds holding LUMN

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gary Goldberg Planning Services's LUMN Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Lumen (LUMN) stake by 21% in Q4 2014, selling an estimated $3.24K and leaving 304 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #337.

Gary Goldberg Planning Services first reported a position in LUMN in Q2 2013 and has held it in 7 quarters since. The position peaked at $16K in Q3 2014. 665 funds tracked by Wall St. Rank hold LUMN as of Q4 2014.

  • Gary Goldberg Planning Services held 304 shares of Lumen worth $12K as of Q4 2014.
  • Gary Goldberg Planning Services sold 81 Lumen shares in Q4 2014, an estimated $3.24K.
  • Lumen made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #337 holding.
  • Gary Goldberg Planning Services first reported a position in Lumen in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Lumen position peaked at $16K in Q3 2014.
  • 665 funds tracked by Wall St. Rank held Lumen as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.