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Independence Trust’s Lumen LUMN Stock Holding History

Independence Trust’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
2017
Q4 		– Sell
-10,000
Closed -$189K – 81
2017
Q3 		$189K Hold
10,000
– – 0.22% 73
2017
Q2 		$239K Hold
10,000
– – 0.28% 67
2017
Q1 		$236K Hold
10,000
– – 0.3% 65
2016
Q4 		$238K Buy
+10,000
New +$254K 0.33% 67

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Trust's LUMN Position: Q4 2017 in Review

Independence Trust sold out of Lumen (LUMN) in Q4 2017, closing a stake of 10,000 shares — an estimated $189K sold.

Independence Trust first reported a position in LUMN in Q4 2016 and held it in 4 quarters. The position peaked at $239K in Q2 2017. 710 funds tracked by Wall St. Rank hold LUMN as of Q4 2017.

  • Independence Trust reported no remaining Lumen position as of Q4 2017 after selling out during the quarter.
  • Independence Trust sold 10,000 Lumen shares in Q4 2017, an estimated $189K.
  • Independence Trust first reported a position in Lumen in Q4 2016 and held it in 4 quarters.
  • Independence Trust's Lumen position peaked at $239K in Q2 2017.
  • 710 funds tracked by Wall St. Rank held Lumen as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.