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Ground Swell Capital’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Ground Swell Capital’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
Q3 		$56K Buy
1,360
+714
+111% +$28.1K 0.11% 181
2014
Q2 		$23K Buy
+646
New +$23.2K 0.04% 352

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ground Swell Capital's LUMN Position: Q3 2014 in Review

Ground Swell Capital increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 111% in Q3 2014, buying an estimated $28.1K and bringing the position to 1,360 shares worth $56K. The position accounts for 0.11% of the portfolio, ranked #181.

Ground Swell Capital first reported a position in LUMN in Q2 2014 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold LUMN as of Q3 2014.

  • Ground Swell Capital held 1,360 shares of Lumen Technologies, Inc. Common Stock worth $56K as of Q3 2014.
  • Ground Swell Capital bought 714 Lumen Technologies, Inc. Common Stock shares in Q3 2014, an estimated $28.1K.
  • Lumen Technologies, Inc. Common Stock made up 0.11% of Ground Swell Capital's portfolio in Q3 2014, its #181 holding.
  • Ground Swell Capital first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2014 and has held it in 2 quarters since.
  • 635 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.