KMS Financial Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

KMS Financial Services’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
2014 Q3	$352K	Sell	8,611 -2,587	-23%	-$102K	0.05%	341
2014 Q2	$405K	Buy	11,198 +2,481	+28%	+$89.1K	0.06%	320
2014 Q1	$286K	Sell	8,717 -394	-4%	-$12.1K	0.05%	392
2013 Q4	$290K	Sell	9,111 -1,201	-12%	-$38.4K	0.05%	380
2013 Q3	$324K	Sell	10,312 -444	-4%	-$15.1K	0.08%	271
2013 Q2	$380K	Buy	+10,756	New	+$391K	0.11%	229

Other funds holding LUMN

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KMS Financial Services's LUMN Position: Q3 2014 in Review

KMS Financial Services reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 23% in Q3 2014, selling an estimated $102K and leaving 8,611 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #341.

KMS Financial Services first reported a position in LUMN in Q2 2013 and has held it in 6 quarters since. The position peaked at $405K in Q2 2014. 635 funds tracked by Wall St. Rank hold LUMN as of Q3 2014.

KMS Financial Services held 8,611 shares of Lumen Technologies, Inc. Common Stock worth $352K as of Q3 2014.
KMS Financial Services sold 2,587 Lumen Technologies, Inc. Common Stock shares in Q3 2014, an estimated $102K.
Lumen Technologies, Inc. Common Stock made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #341 holding.
KMS Financial Services first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's Lumen Technologies, Inc. Common Stock position peaked at $405K in Q2 2014.
635 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.