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Peloton Wealth Strategists’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-22,200
Closed -$707K – 82
2013
Q4 		$707K Sell
22,200
-10,900
-33% -$348K 0.57% 61
2013
Q3 		$1.04M Sell
33,100
-1,500
-4% -$51.1K 0.87% 49
2013
Q2 		$1.22M Buy
+34,600
New +$1.26M 1.1% 42

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Peloton Wealth Strategists's LUMN Position: Q1 2014 in Review

Peloton Wealth Strategists sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2014, closing a stake of 22,200 shares — an estimated $707K sold.

Peloton Wealth Strategists first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $1.22M in Q2 2013. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2014.

  • Peloton Wealth Strategists reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Peloton Wealth Strategists sold 22,200 Lumen Technologies, Inc. Common Stock shares in Q1 2014, an estimated $707K.
  • Peloton Wealth Strategists first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Peloton Wealth Strategists's Lumen Technologies, Inc. Common Stock position peaked at $1.22M in Q2 2013.
  • 600 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2014.

Based on Peloton Wealth Strategists's 13F filing for Q1 2014, filed 8 May 2014.