Point View Wealth Management’s Lumen Technologies, Inc. Common Stock 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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

BIT

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Point View Wealth Management sold out of Lumen Technologies, Inc. Common Stock (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. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

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

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