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Karp Capital Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-1,630
Closed -$41K – 210
2015
Q3 		$41K Buy
1,630
+1,030
+172% +$28.5K 0.03% 182
2015
Q2 		$18K Hold
600
– – 0.01% 256
2015
Q1 		$21K Hold
600
– – 0.01% 245
2014
Q4 		$24K Buy
+600
New +$24K 0.02% 221

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $17.6B AUM 34.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Karp Capital Management's LUMN Position: Q4 2015 in Review

Karp Capital Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2015, closing a stake of 1,630 shares — an estimated $41K sold.

Karp Capital Management first reported a position in LUMN in Q4 2014 and held it in 4 quarters. The position peaked at $41K in Q3 2015. 618 funds tracked by Wall St. Rank hold LUMN as of Q4 2015.

  • Karp Capital Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 1,630 Lumen Technologies, Inc. Common Stock shares in Q4 2015, an estimated $41K.
  • Karp Capital Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Lumen Technologies, Inc. Common Stock position peaked at $41K in Q3 2015.
  • 618 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.