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Lyons Wealth Management’s Lumen LUMN Stock Holding History

Lyons 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
2014
Q2 		– Sell
-23,897
Closed -$789K – 89
2014
Q1 		$789K Buy
+23,897
New +$731K 0.69% 25

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lyons Wealth Management's LUMN Position: Q2 2014 in Review

Lyons Wealth Management sold out of Lumen (LUMN) in Q2 2014, closing a stake of 23,897 shares — an estimated $789K sold.

Lyons Wealth Management first reported a position in LUMN in Q1 2014 and held it in 1 quarter. The position peaked at $789K in Q1 2014. 618 funds tracked by Wall St. Rank hold LUMN as of Q2 2014.

  • Lyons Wealth Management reported no remaining Lumen position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 23,897 Lumen shares in Q2 2014, an estimated $789K.
  • Lyons Wealth Management first reported a position in Lumen in Q1 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Lumen position peaked at $789K in Q1 2014.
  • 618 funds tracked by Wall St. Rank held Lumen as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.