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Mountain Capital Investment Advisors’s Lumen LUMN Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-186
Closed -$4K – 253
2017
Q3 		$4K Sell
186
-564
-75% -$11.9K ﹤0.01% 364
2017
Q2 		$18K Buy
+750
New +$18.8K 0.02% 226

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mountain Capital Investment Advisors's LUMN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Lumen (LUMN) in Q4 2017, closing a stake of 186 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in LUMN in Q2 2017 and held it in 2 quarters. The position peaked at $18K in Q2 2017. 711 funds tracked by Wall St. Rank hold LUMN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Lumen position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 186 Lumen shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Lumen in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Lumen position peaked at $18K in Q2 2017.
  • 711 funds tracked by Wall St. Rank held Lumen as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.