RIA
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Regal Investment Advisors’s Lumen 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return