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Peachtree Investment Advisors’s Lumen LUMN Stock Holding History

Peachtree 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 		– Sell
-35
Closed -$1K – 336
2014
Q4 		$1K Hold
35
– – ﹤0.01% 350
2014
Q3 		$1K Buy
+35
New +$1.38K ﹤0.01% 371

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 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 $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of Lumen (LUMN) in Q1 2015, closing a stake of 35 shares — an estimated $1K sold.

Peachtree Investment Advisors first reported a position in LUMN in Q3 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2014. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining Lumen position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 35 Lumen shares in Q1 2015, an estimated $1K.
  • Peachtree Investment Advisors first reported a position in Lumen in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's Lumen position peaked at $1K in Q4 2014.
  • 667 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.