Regal Investment Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Regal Investment Advisors’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 Q2	–	Sell	-7,654	Closed	-$245K	–	255
2016 Q1	$245K	Buy	+7,654	New	+$215K	0.07%	220
2015 Q4	–	Sell	-8,075	Closed	-$202K	–	622
2015 Q3	$202K	Sell	8,075 -252	-3%	-$6.98K	0.05%	225
2015 Q2	$244K	Buy	8,327 +6,726	+420%	+$229K	0.07%	218
2015 Q1	$55K	Buy	1,601 +1,171	+272%	+$43.7K	0.01%	412
2014 Q4	$17K	Buy	430 +94	+28%	+$3.76K	﹤0.01%	562
2014 Q3	$14K	Hold	336	–	–	﹤0.01%	621
2014 Q2	$12K	Hold	336	–	–	﹤0.01%	636
2014 Q1	$11K	Hold	336	–	–	﹤0.01%	624
2013 Q4	$11K	Buy	336 +279	+489%	+$8.91K	0.01%	578
2013 Q3	$2K	Hold	57	–	–	﹤0.01%	800
2013 Q2	$2K	Buy	+57	New	+$2.07K	﹤0.01%	798

Other funds holding LUMN

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

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

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

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

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

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

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

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

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regal Investment Advisors's LUMN Position: Q2 2016 in Review

Regal Investment Advisors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2016, closing a stake of 7,654 shares — an estimated $245K sold.

Regal Investment Advisors first reported a position in LUMN in Q2 2013 and held it in 11 quarters. The position peaked at $245K in Q1 2016. 645 funds tracked by Wall St. Rank hold LUMN as of Q2 2016.

Regal Investment Advisors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
Regal Investment Advisors sold 7,654 Lumen Technologies, Inc. Common Stock shares in Q2 2016, an estimated $245K.
Regal Investment Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's Lumen Technologies, Inc. Common Stock position peaked at $245K in Q1 2016.
645 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2016.

Based on Regal Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.