IFA
LUMN icon

Interactive Financial Advisors’s Lumen LUMN Stock Holding History

Interactive Financial Advisors’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
Q4 		– Sell
-100
Closed -$3K – 114
2016
Q3 		$3K Hold
100
– – ﹤0.01% 102
2016
Q2 		$3K Hold
100
– – ﹤0.01% 89
2016
Q1 		$3K Hold
100
– – ﹤0.01% 86
2015
Q4 		$3K Hold
100
– – ﹤0.01% 95
2015
Q3 		$3K Hold
100
– – ﹤0.01% 88
2015
Q2 		$3K Buy
+100
New +$3.41K ﹤0.01% 94
2014
Q2 		– Sell
-5
Closed – – 115
2014
Q1 		$0 Buy
+5
New +$153 ﹤0.01% 132

Other funds holding LUMN

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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Interactive Financial Advisors's LUMN Position: Q4 2016 in Review

Interactive Financial Advisors sold out of Lumen (LUMN) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Interactive Financial Advisors first reported a position in LUMN in Q1 2014 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

  • Interactive Financial Advisors reported no remaining Lumen position as of Q4 2016 after selling out during the quarter.
  • Interactive Financial Advisors sold 100 Lumen shares in Q4 2016, an estimated $3K.
  • Interactive Financial Advisors first reported a position in Lumen in Q1 2014 and held it in 7 quarters.
  • Interactive Financial Advisors's Lumen position peaked at $3K in Q3 2016.
  • 664 funds tracked by Wall St. Rank held Lumen as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.