Polaris Wealth Advisory Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Polaris Wealth Advisory Group’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
2016 Q4	–	Sell	-12,620	Closed	-$346K	–	121
2016 Q3	$346K	Sell	12,620 -295	-2%	-$8.61K	0.04%	89
2016 Q2	$375K	Sell	12,915 -261	-2%	-$7.6K	0.06%	74
2016 Q1	$421K	Buy	+13,176	New	+$369K	0.07%	79
2015 Q1	–	Sell	-90,573	Closed	-$3.58M	–	88
2014 Q4	$3.58M	Buy	90,573 +5,878	+7%	+$235K	0.74%	34
2014 Q3	$3.46M	Buy	+84,695	New	+$3.33M	0.78%	22

Other funds holding LUMN

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

BIT

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's LUMN Position: Q4 2016 in Review

Polaris Wealth Advisory Group sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2016, closing a stake of 12,620 shares — an estimated $346K sold.

Polaris Wealth Advisory Group first reported a position in LUMN in Q3 2014 and held it in 5 quarters. The position peaked at $3.58M in Q4 2014. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

Polaris Wealth Advisory Group reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 12,620 Lumen Technologies, Inc. Common Stock shares in Q4 2016, an estimated $346K.
Polaris Wealth Advisory Group first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2014 and held it in 5 quarters.
Polaris Wealth Advisory Group's Lumen Technologies, Inc. Common Stock position peaked at $3.58M in Q4 2014.
664 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2016, filed 19 Jan 2017.