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Gupta Wealth Management’s Lumen 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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
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 (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 worth $25K as of Q1 2016.
  • Gupta Wealth Management left its Lumen share count unchanged in Q1 2016.
  • Lumen 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 in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Lumen position peaked at $39K in Q3 2015.
  • 657 funds tracked by Wall St. Rank held Lumen as of Q1 2016.

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