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McNamara Financial Services’s Lumen LUMN Stock Holding History

McNamara 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
2015
Q1 		– Sell
-300
Closed -$12K – 117
2014
Q4 		$12K Buy
+300
New +$12K 0.01% 134

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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 $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McNamara Financial Services's LUMN Position: Q1 2015 in Review

McNamara Financial Services sold out of Lumen (LUMN) in Q1 2015, closing a stake of 300 shares — an estimated $12K sold.

McNamara Financial Services first reported a position in LUMN in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 666 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

  • McNamara Financial Services reported no remaining Lumen position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 300 Lumen shares in Q1 2015, an estimated $12K.
  • McNamara Financial Services first reported a position in Lumen in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Lumen position peaked at $12K in Q4 2014.
  • 666 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.