Spirit of America Management Corp’s Lumen LUMN Stock Holding History

Spirit of America Management Corp’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 Q3	–	Sell	-1,800	Closed	-$52K	–	355
2016 Q2	$52K	Hold	1,800	–	–	0.01%	332
2016 Q1	$58K	Hold	1,800	–	–	0.01%	322
2015 Q4	$45K	Hold	1,800	–	–	0.01%	327
2015 Q3	$45K	Hold	1,800	–	–	0.01%	328
2015 Q2	$53K	Hold	1,800	–	–	0.01%	322
2015 Q1	$62K	Hold	1,800	–	–	0.01%	322
2014 Q4	$71K	Hold	1,800	–	–	0.02%	324
2014 Q3	$74K	Hold	1,800	–	–	0.02%	321
2014 Q2	$65K	Hold	1,800	–	–	0.03%	280
2014 Q1	$59K	Buy	+1,800	New	+$55.1K	0.02%	281
2013 Q4	–	Sell	-1,800	Closed	-$56K	–	142
2013 Q3	$56K	Hold	1,800	–	–	0.02%	294
2013 Q2	$64K	Buy	+1,800	New	+$65.4K	0.02%	272

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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Spirit of America Management Corp's LUMN Position: Q3 2016 in Review

Spirit of America Management Corp sold out of Lumen (LUMN) in Q3 2016, closing a stake of 1,800 shares — an estimated $52K sold.

Spirit of America Management Corp first reported a position in LUMN in Q2 2013 and held it in 12 quarters. The position peaked at $74K in Q3 2014. 638 funds tracked by Wall St. Rank hold LUMN as of Q3 2016.

Spirit of America Management Corp reported no remaining Lumen position as of Q3 2016 after selling out during the quarter.
Spirit of America Management Corp sold 1,800 Lumen shares in Q3 2016, an estimated $52K.
Spirit of America Management Corp first reported a position in Lumen in Q2 2013 and held it in 12 quarters.
Spirit of America Management Corp's Lumen position peaked at $74K in Q3 2014.
638 funds tracked by Wall St. Rank held Lumen as of Q3 2016.

Based on Spirit of America Management Corp's 13F filing for Q3 2016, filed 14 Oct 2016.