Rushmore Investment Advisors’s Lumen LUMN Stock Holding History

Rushmore 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
2013 Q2	$1.49M	Buy	+42,141	New	+$1.53M	0.3%	98

Other funds holding LUMN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EIP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rushmore Investment Advisors's LUMN Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Lumen (LUMN) in Q2 2013: 42,141 shares worth $1.49M. The stake represents 0.3% of the portfolio and ranks #98 among its holdings.

606 funds tracked by Wall St. Rank hold LUMN as of Q2 2013.

Rushmore Investment Advisors held 42,141 shares of Lumen worth $1.49M as of Q2 2013.
Lumen was a new Rushmore Investment Advisors position in Q2 2013.
Lumen made up 0.3% of Rushmore Investment Advisors's portfolio in Q2 2013, its #98 holding.
606 funds tracked by Wall St. Rank held Lumen as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.