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Robert N. Shapiro’s Lumen LUMN Stock Holding History

Robert N. Shapiro’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
Q4 		$91K Buy
2,310
+790
+52% +$31.6K 0.02% 373
2014
Q3 		$61K Buy
1,520
+61
+4% +$2.4K 0.01% 450
2014
Q2 		$53K Hold
1,459
– – 0.01% 454
2014
Q1 		$48K Sell
1,459
-25
-2% -$765 0.01% 467
2013
Q4 		$47K Buy
1,484
+400
+37% +$12.8K 0.01% 471
2013
Q3 		$34K Buy
1,084
+84
+8% +$2.86K 0.01% 677
2013
Q2 		$35K Buy
+1,000
New +$36.4K 0.01% 646

Other funds holding LUMN

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robert N. Shapiro's LUMN Position: Q4 2014 in Review

Robert N. Shapiro increased its Lumen (LUMN) stake by 52% in Q4 2014, buying an estimated $31.6K and bringing the position to 2,310 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #373.

Robert N. Shapiro first reported a position in LUMN in Q2 2013 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold LUMN as of Q4 2014.

  • Robert N. Shapiro held 2,310 shares of Lumen worth $91K as of Q4 2014.
  • Robert N. Shapiro bought 790 Lumen shares in Q4 2014, an estimated $31.6K.
  • Lumen made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #373 holding.
  • Robert N. Shapiro first reported a position in Lumen in Q2 2013 and has held it in 7 quarters since.
  • 665 funds tracked by Wall St. Rank held Lumen as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.