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Marietta Investment Partners’s Lumen LUMN Stock Holding History

Marietta Investment Partners’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 		– Sell
-9,800
Closed -$233K – 141
2016
Q4 		$233K Hold
9,800
– – 0.08% 122
2016
Q3 		$269K Buy
+9,800
New +$286K 0.09% 128

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AIG
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Bank of America
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marietta Investment Partners's LUMN Position: Q1 2017 in Review

Marietta Investment Partners sold out of Lumen (LUMN) in Q1 2017, closing a stake of 9,800 shares — an estimated $233K sold.

Marietta Investment Partners first reported a position in LUMN in Q3 2016 and held it in 2 quarters. The position peaked at $269K in Q3 2016. 655 funds tracked by Wall St. Rank hold LUMN as of Q1 2017.

  • Marietta Investment Partners reported no remaining Lumen position as of Q1 2017 after selling out during the quarter.
  • Marietta Investment Partners sold 9,800 Lumen shares in Q1 2017, an estimated $233K.
  • Marietta Investment Partners first reported a position in Lumen in Q3 2016 and held it in 2 quarters.
  • Marietta Investment Partners's Lumen position peaked at $269K in Q3 2016.
  • 655 funds tracked by Wall St. Rank held Lumen as of Q1 2017.

Based on Marietta Investment Partners's 13F filing for Q1 2017, filed 11 May 2017.