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Optimum Investment Advisors’s Lumen LUMN Stock Holding History

Optimum 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
2015
Q1 		$7K Buy
198
+132
+200% +$4.93K ﹤0.01% 843
2014
Q4 		$3K Hold
66
– – ﹤0.01% 945
2014
Q3 		$3K Hold
66
– – ﹤0.01% 872
2014
Q2 		$2K Hold
66
– – ﹤0.01% 893
2014
Q1 		$2K Hold
66
– – ﹤0.01% 718
2013
Q4 		$2K Sell
66
-33
-33% -$1.05K ﹤0.01% 724
2013
Q3 		$3K Buy
+99
New +$3.37K ﹤0.01% 663

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $17.6B AUM 34.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimum Investment Advisors's LUMN Position: Q1 2015 in Review

Optimum Investment Advisors increased its Lumen (LUMN) stake by 200% in Q1 2015, buying an estimated $4.93K and bringing the position to 198 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Optimum Investment Advisors first reported a position in LUMN in Q3 2013 and has held it in 7 quarters since. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

  • Optimum Investment Advisors held 198 shares of Lumen worth $7K as of Q1 2015.
  • Optimum Investment Advisors bought 132 Lumen shares in Q1 2015, an estimated $4.93K.
  • Lumen made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #843 holding.
  • Optimum Investment Advisors first reported a position in Lumen in Q3 2013 and has held it in 7 quarters since.
  • 667 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.