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Private Wealth Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Private Wealth Partners’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
-7,100
Closed -$226K – 166
2013
Q4 		$226K Sell
7,100
-44,000
-86% -$1.41M 0.05% 163
2013
Q3 		$1.6M Sell
51,100
-1,100
-2% -$37.4K 0.38% 68
2013
Q2 		$1.84M Buy
+52,200
New +$1.9M 0.46% 62

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
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 $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
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

Private Wealth Partners's LUMN Position: Q1 2014 in Review

Private Wealth Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2014, closing a stake of 7,100 shares — an estimated $226K sold.

Private Wealth Partners first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $1.84M in Q2 2013. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2014.

  • Private Wealth Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Private Wealth Partners sold 7,100 Lumen Technologies, Inc. Common Stock shares in Q1 2014, an estimated $226K.
  • Private Wealth Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Private Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $1.84M in Q2 2013.
  • 600 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2014.

Based on Private Wealth Partners's 13F filing for Q1 2014, filed 24 Apr 2014.