LWM
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LBA Wealth Management’s Lumen LUMN Stock Holding History

LBA Wealth 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
2017
Q1 		$2K Hold
90
– – ﹤0.01% 409
2016
Q4 		$2K Sell
90
-232
-72% -$5.89K ﹤0.01% 411
2016
Q3 		$9K Hold
322
– – 0.01% 330
2016
Q2 		$9K Hold
322
– – 0.01% 315
2016
Q1 		$10K Sell
322
-322
-50% -$9.03K 0.01% 304
2015
Q4 		$16K Hold
644
– – 0.01% 268
2015
Q3 		$16K Buy
+644
New +$17.8K 0.01% 243

Other funds holding LUMN

Vanguard Group
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

LBA Wealth Management's LUMN Position: Q1 2017 in Review

LBA Wealth Management held its Lumen (LUMN) position steady in Q1 2017 at 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

LBA Wealth Management first reported a position in LUMN in Q3 2015 and has held it in 7 quarters since. The position peaked at $16K in Q4 2015. 654 funds tracked by Wall St. Rank hold LUMN as of Q1 2017.

  • LBA Wealth Management held 90 shares of Lumen worth $2K as of Q1 2017.
  • LBA Wealth Management left its Lumen share count unchanged in Q1 2017.
  • Lumen made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #409 holding.
  • LBA Wealth Management first reported a position in Lumen in Q3 2015 and has held it in 7 quarters since.
  • LBA Wealth Management's Lumen position peaked at $16K in Q4 2015.
  • 654 funds tracked by Wall St. Rank held Lumen as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.