MYCIO Wealth Partners’s Lumen LUMN Stock Holding History

MYCIO Wealth 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
2016 Q4	–	Sell	-216	Closed	-$6K	–	463
2016 Q3	$6K	Hold	216	–	–	﹤0.01%	637
2016 Q2	$6K	Hold	216	–	–	﹤0.01%	632
2016 Q1	$7K	Hold	216	–	–	﹤0.01%	564
2015 Q4	$5K	Hold	216	–	–	﹤0.01%	609
2015 Q3	$5K	Hold	216	–	–	﹤0.01%	661
2015 Q2	$6K	Hold	216	–	–	﹤0.01%	574
2015 Q1	$7K	Hold	216	–	–	﹤0.01%	515
2014 Q4	$9K	Hold	216	–	–	﹤0.01%	475
2014 Q3	$9K	Hold	216	–	–	﹤0.01%	456
2014 Q2	$8K	Hold	216	–	–	﹤0.01%	491
2014 Q1	$7K	Buy	216 +125	+137%	+$3.82K	﹤0.01%	494
2013 Q4	$3K	Hold	91	–	–	﹤0.01%	537
2013 Q3	$3K	Hold	91	–	–	﹤0.01%	482
2013 Q2	$3K	Buy	+91	New	+$3.31K	﹤0.01%	494

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYCIO Wealth Partners's LUMN Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Lumen (LUMN) in Q4 2016, closing a stake of 216 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in LUMN in Q2 2013 and held it in 14 quarters. The position peaked at $9K in Q4 2014. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

MYCIO Wealth Partners reported no remaining Lumen position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 216 Lumen shares in Q4 2016, an estimated $6K.
MYCIO Wealth Partners first reported a position in Lumen in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Lumen position peaked at $9K in Q4 2014.
664 funds tracked by Wall St. Rank held Lumen as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.