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Point View Wealth Management’s Lumen LUMN Stock Holding History

Point View Wealth Management’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
-5,457
Closed -$216K – 195
2014
Q4 		$216K Sell
5,457
-539
-9% -$21.6K 0.16% 161
2014
Q3 		$245K Buy
5,996
+11
+0.2% +$432 0.21% 151
2014
Q2 		$217K Buy
+5,985
New +$215K 0.19% 166

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

Point View Wealth Management's LUMN Position: Q1 2015 in Review

Point View Wealth Management sold out of Lumen (LUMN) in Q1 2015, closing a stake of 5,457 shares — an estimated $216K sold.

Point View Wealth Management first reported a position in LUMN in Q2 2014 and held it in 3 quarters. The position peaked at $245K in Q3 2014. 666 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

  • Point View Wealth Management reported no remaining Lumen position as of Q1 2015 after selling out during the quarter.
  • Point View Wealth Management sold 5,457 Lumen shares in Q1 2015, an estimated $216K.
  • Point View Wealth Management first reported a position in Lumen in Q2 2014 and held it in 3 quarters.
  • Point View Wealth Management's Lumen position peaked at $245K in Q3 2014.
  • 666 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on Point View Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.