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Kelman-Lazarov Inc’s Lumen LUMN Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-7
Closed -$166 – 183
2016
Q4 		$166 Hold
7
– – ﹤0.01% 303
2016
Q3 		$189 Hold
7
– – ﹤0.01% 371
2016
Q2 		$206 Sell
7
-6
-46% -$175 ﹤0.01% 362
2016
Q1 		$0 Buy
+13
New +$364 ﹤0.01% 362

Other funds holding LUMN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
AIG
American International Group New York $609M AUM 23.67% 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
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

Kelman-Lazarov Inc's LUMN Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Lumen (LUMN) in Q1 2017, closing a stake of 7 shares — an estimated $166 sold.

Kelman-Lazarov Inc first reported a position in LUMN in Q1 2016 and held it in 4 quarters. The position peaked at $206 in Q2 2016. 654 funds tracked by Wall St. Rank hold LUMN as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Lumen position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 7 Lumen shares in Q1 2017, an estimated $166.
  • Kelman-Lazarov Inc first reported a position in Lumen in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Lumen position peaked at $206 in Q2 2016.
  • 654 funds tracked by Wall St. Rank held Lumen as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.