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Obermeyer Wealth Partners’s Lumen LUMN Stock Holding History

Obermeyer 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
2013
Q3 		– Sell
-2,686
Closed -$95K – 185
2013
Q2 		$95K Buy
+2,686
New +$97.7K 0.03% 82

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EIP
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BFA
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Capital World Investors
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Obermeyer Wealth Partners's LUMN Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Lumen (LUMN) in Q3 2013, closing a stake of 2,686 shares — an estimated $95K sold.

Obermeyer Wealth Partners first reported a position in LUMN in Q2 2013 and held it in 1 quarter. The position peaked at $95K in Q2 2013. 603 funds tracked by Wall St. Rank hold LUMN as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Lumen position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,686 Lumen shares in Q3 2013, an estimated $95K.
  • Obermeyer Wealth Partners first reported a position in Lumen in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Lumen position peaked at $95K in Q2 2013.
  • 603 funds tracked by Wall St. Rank held Lumen as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.