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Genesis Wealth Advisors’s Lumen LUMN Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$1.47K Hold
50
– – ﹤0.01% 469
2015
Q1 		$1.77K Hold
50
– – ﹤0.01% 421
2014
Q4 		$1.86K Buy
+50
New +$2K ﹤0.01% 449

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Genesis Wealth Advisors's LUMN Position: Q2 2015 in Review

Genesis Wealth Advisors held its Lumen (LUMN) position steady in Q2 2015 at 50 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Genesis Wealth Advisors first reported a position in LUMN in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.86K in Q4 2014. 645 funds tracked by Wall St. Rank hold LUMN as of Q2 2015.

  • Genesis Wealth Advisors held 50 shares of Lumen worth $1.47K as of Q2 2015.
  • Genesis Wealth Advisors left its Lumen share count unchanged in Q2 2015.
  • Lumen made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #469 holding.
  • Genesis Wealth Advisors first reported a position in Lumen in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Lumen position peaked at $1.86K in Q4 2014.
  • 645 funds tracked by Wall St. Rank held Lumen as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.