Klingman & Associates’s Lumen Technologies, Inc. Common Stock 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	–	223
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Klingman & Associates's LUMN Position: Q4 2016 in Review

Klingman & Associates sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2016, closing a stake of 164 shares — an estimated $4K sold.

Klingman & Associates first reported a position in LUMN in Q4 2014 and held it in 8 quarters. The position peaked at $24K in Q4 2014. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

Klingman & Associates reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 164 Lumen Technologies, Inc. Common Stock shares in Q4 2016, an estimated $4K.
Klingman & Associates first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Lumen Technologies, Inc. Common Stock position peaked at $24K in Q4 2014.
664 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.