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Park Avenue Institutional Advisers’s Lumen LUMN Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-3,435
Closed -$100K – 245
2016
Q2 		$100K Sell
3,435
-24
-0.7% -$699 0.09% 272
2016
Q1 		$111K Sell
3,459
-97
-3% -$2.72K 0.1% 250
2015
Q4 		$89K Sell
3,556
-193
-5% -$5.18K 0.08% 292
2015
Q3 		$94K Sell
3,749
-71
-2% -$1.97K 0.08% 281
2015
Q2 		$112K Buy
+3,820
New +$130K 0.09% 257

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Park Avenue Institutional Advisers's LUMN Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Lumen (LUMN) in Q3 2016, closing a stake of 3,435 shares — an estimated $100K sold.

Park Avenue Institutional Advisers first reported a position in LUMN in Q2 2015 and held it in 5 quarters. The position peaked at $112K in Q2 2015. 638 funds tracked by Wall St. Rank hold LUMN as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Lumen position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 3,435 Lumen shares in Q3 2016, an estimated $100K.
  • Park Avenue Institutional Advisers first reported a position in Lumen in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Lumen position peaked at $112K in Q2 2015.
  • 638 funds tracked by Wall St. Rank held Lumen as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.