IMS
LUMN icon

Index Management Solutions’s Lumen LUMN Stock Holding History

Index Management Solutions’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
Q3 		$30K Sell
1,193
-347
-23% -$9.61K 0.03% 319
2015
Q2 		$45K Buy
1,540
+232
+18% +$7.9K 0.04% 279
2015
Q1 		$45K Sell
1,308
-960
-42% -$35.9K 0.03% 145
2014
Q4 		$90K Sell
2,268
-13,809
-86% -$553K 0.01% 260
2014
Q3 		$657K Buy
16,077
+477
+3% +$18.7K 0.07% 246
2014
Q2 		$565K Buy
15,600
+9,513
+156% +$341K 0.07% 258
2014
Q1 		$200K Buy
6,087
+4,051
+199% +$124K 0.03% 264
2013
Q4 		$65K Sell
2,036
-167
-8% -$5.34K 0.02% 382
2013
Q3 		$69K Buy
+2,203
New +$75K 0.02% 307

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return