Isthmus Partners’s Lumen LUMN Stock Holding History

Isthmus Partners’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 Q2	–	Sell	-589	Closed	-$14K	–	290
2017 Q1	$14K	Hold	589	–	–	﹤0.01%	241
2016 Q4	$14K	Hold	589	–	–	﹤0.01%	242
2016 Q3	$16K	Hold	589	–	–	0.01%	224
2016 Q2	$17K	Hold	589	–	–	0.01%	209
2016 Q1	$19K	Hold	589	–	–	0.01%	210
2015 Q4	$15K	Hold	589	–	–	0.01%	226
2015 Q3	$15K	Hold	589	–	–	0.01%	230
2015 Q2	$17K	Hold	589	–	–	0.01%	226
2015 Q1	$20K	Hold	589	–	–	0.01%	214
2014 Q4	$23K	Buy	+589	New	+$23.6K	0.01%	215

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return