MM
LUMN icon

Midas Management’s Lumen LUMN Stock Holding History

Midas 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
2015
Q4 		– Sell
-43,000
Closed -$1.08M – 151
2015
Q3 		$1.08M Hold
43,000
– – 0.7% 77
2015
Q2 		$1.26M Hold
43,000
– – 0.68% 80
2015
Q1 		$1.49M Hold
43,000
– – 0.74% 82
2014
Q4 		$1.7M Hold
43,000
– – 0.89% 48
2014
Q3 		$1.76M Hold
43,000
– – 0.98% 36
2014
Q2 		$1.56M Hold
43,000
– – 1% 45
2014
Q1 		$1.41M Hold
43,000
– – 0.66% 79
2013
Q4 		$1.37M Buy
43,000
+18,000
+72% +$575K 0.64% 84
2013
Q3 		$785K Hold
25,000
– – 0.5% 93
2013
Q2 		$884K Buy
+25,000
New +$909K 0.59% 87

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State Street
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Bank of America
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Bank of New York Mellon
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BIT
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BFA
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EIP
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return