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Ramsey Asset Management’s Lumen LUMN Stock Holding History

Ramsey Asset 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
2013
Q4 		– Sell
-18,561
Closed -$582K – 47
2013
Q3 		$582K Hold
18,561
– – 0.89% 45
2013
Q2 		$656K Buy
+18,561
New +$675K 0.99% 43

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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ramsey Asset Management's LUMN Position: Q4 2013 in Review

Ramsey Asset Management sold out of Lumen (LUMN) in Q4 2013, closing a stake of 18,561 shares — an estimated $582K sold.

Ramsey Asset Management first reported a position in LUMN in Q2 2013 and held it in 2 quarters. The position peaked at $656K in Q2 2013. 613 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • Ramsey Asset Management reported no remaining Lumen position as of Q4 2013 after selling out during the quarter.
  • Ramsey Asset Management sold 18,561 Lumen shares in Q4 2013, an estimated $582K.
  • Ramsey Asset Management first reported a position in Lumen in Q2 2013 and held it in 2 quarters.
  • Ramsey Asset Management's Lumen position peaked at $656K in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Lumen as of Q4 2013.

Based on Ramsey Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.