Gupta Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Gupta Wealth 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
2016 Q1	$25K	Hold	769	–	–	0.01%	601
2015 Q4	$19K	Sell	769 -794	-51%	-$21.3K	﹤0.01%	674
2015 Q3	$39K	Buy	1,563 +1,313	+525%	+$36.3K	0.01%	499
2015 Q2	$7K	Buy	250 +100	+67%	+$3.41K	﹤0.01%	969
2015 Q1	$5K	Buy	+150	New	+$5.6K	﹤0.01%	896

Other funds holding LUMN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's LUMN Position: Q1 2016 in Review

Gupta Wealth Management held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q1 2016 at 769 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #601.

Gupta Wealth Management first reported a position in LUMN in Q1 2015 and has held it in 5 quarters since. The position peaked at $39K in Q3 2015. 657 funds tracked by Wall St. Rank hold LUMN as of Q1 2016.

Gupta Wealth Management held 769 shares of Lumen Technologies, Inc. Common Stock worth $25K as of Q1 2016.
Gupta Wealth Management left its Lumen Technologies, Inc. Common Stock share count unchanged in Q1 2016.
Lumen Technologies, Inc. Common Stock made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #601 holding.
Gupta Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $39K in Q3 2015.
657 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.