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Smith & Howard Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Smith & Howard Wealth 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
-274
Closed -$9K – 256
2013
Q3 		$9K Hold
274
– – 0.01% 207
2013
Q2 		$10K Buy
+274
New +$9.96K 0.01% 181

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Smith & Howard Wealth Management's LUMN Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2013, closing a stake of 274 shares — an estimated $9K sold.

Smith & Howard Wealth Management first reported a position in LUMN in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 613 funds tracked by Wall St. Rank hold LUMN as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 274 Lumen Technologies, Inc. Common Stock shares in Q4 2013, an estimated $9K.
  • Smith & Howard Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $10K in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.