Guardian Investor Services’s Lumen LUMN Stock Holding History

Guardian Investor 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
2015 Q1	$135K	Sell	3,913 -35	-0.9%	-$1.31K	0.11%	235
2014 Q4	$156K	Sell	3,948 -97	-2%	-$3.88K	0.12%	201
2014 Q3	$165K	Sell	4,045 -254	-6%	-$9.98K	0.13%	185
2014 Q2	$156K	Sell	4,299 -259	-6%	-$9.3K	0.12%	206
2014 Q1	$150K	Sell	4,558 -256	-5%	-$7.83K	0.12%	207
2013 Q4	$153K	Sell	4,814 -66	-1%	-$2.11K	0.12%	204
2013 Q3	$153K	Sell	4,880 -204	-4%	-$6.94K	0.13%	187
2013 Q2	$180K	Buy	+5,084	New	+$185K	0.15%	151

Other funds holding LUMN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guardian Investor Services's LUMN Position: Q1 2015 in Review

Guardian Investor Services reduced its Lumen (LUMN) stake by 0.89% in Q1 2015, selling an estimated $1.31K and leaving 3,913 shares worth $135K. The position accounts for 0.11% of the portfolio, ranked #235.

Guardian Investor Services first reported a position in LUMN in Q2 2013 and has held it in 8 quarters since. The position peaked at $180K in Q2 2013. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

Guardian Investor Services held 3,913 shares of Lumen worth $135K as of Q1 2015.
Guardian Investor Services sold 35 Lumen shares in Q1 2015, an estimated $1.31K.
Lumen made up 0.11% of Guardian Investor Services's portfolio in Q1 2015, its #235 holding.
Guardian Investor Services first reported a position in Lumen in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Lumen position peaked at $180K in Q2 2013.
667 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.