KA
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Klingman & Associates’s Lumen LUMN Stock Holding History

Klingman & Associates’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
-164
Closed -$4K – 225
2016
Q3 		$4K Sell
164
-500
-75% -$14.6K ﹤0.01% 336
2016
Q2 		$19K Hold
664
– – 0.01% 264
2016
Q1 		$21K Hold
664
– – 0.01% 249
2015
Q4 		$17K Hold
664
– – 0.01% 277
2015
Q3 		$16K Buy
664
+34
+5% +$941 0.01% 279
2015
Q2 		$19K Hold
630
– – 0.01% 263
2015
Q1 		$22K Hold
630
– – 0.01% 231
2014
Q4 		$24K Buy
+630
New +$25.2K 0.01% 222

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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $609M AUM 23.67% 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 $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return