Partnervest Advisory Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-100	Closed	-$4K	–	523
2014 Q2	$4K	Buy	+100	New	+$3.59K	﹤0.01%	879
2013 Q4	–	Sell	-358	Closed	-$11K	–	1039
2013 Q3	$11K	Sell	358 -12	-3%	-$408	0.01%	636
2013 Q2	$13K	Buy	+370	New	+$13.5K	0.01%	540

Other funds holding LUMN

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Partnervest Advisory Services's LUMN Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2014, closing a stake of 100 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 635 funds tracked by Wall St. Rank hold LUMN as of Q3 2014.

Partnervest Advisory Services reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 100 Lumen Technologies, Inc. Common Stock shares in Q3 2014, an estimated $4K.
Partnervest Advisory Services first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
Partnervest Advisory Services's Lumen Technologies, Inc. Common Stock position peaked at $13K in Q2 2013.
635 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.