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Indiana Trust & Investment Management’s Lumen LUMN Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-500
Closed -$16K – 184
2013
Q4 		$16K Sell
500
-200
-29% -$6.39K 0.01% 224
2013
Q3 		$22K Buy
+700
New +$23.8K 0.01% 220

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Indiana Trust & Investment Management's LUMN Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of Lumen (LUMN) in Q1 2014, closing a stake of 500 shares — an estimated $16K sold.

Indiana Trust & Investment Management first reported a position in LUMN in Q3 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining Lumen position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 500 Lumen shares in Q1 2014, an estimated $16K.
  • Indiana Trust & Investment Management first reported a position in Lumen in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Lumen position peaked at $22K in Q3 2013.
  • 600 funds tracked by Wall St. Rank held Lumen as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.