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Stanford Investment Group’s Lumen LUMN Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-139
Closed -$3K – 165
2016
Q4 		$3K Hold
139
– – ﹤0.01% 350
2016
Q3 		$4K Hold
139
– – ﹤0.01% 376
2016
Q2 		$4K Hold
139
– – ﹤0.01% 331
2016
Q1 		$4K Hold
139
– – ﹤0.01% 331
2015
Q4 		$3K Sell
139
-556
-80% -$14.9K ﹤0.01% 312
2015
Q3 		$17K Hold
695
– – 0.01% 233
2015
Q2 		$20K Hold
695
– – 0.02% 230
2015
Q1 		$24K Buy
+695
New +$26K 0.02% 210

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stanford Investment Group's LUMN Position: Q1 2017 in Review

Stanford Investment Group sold out of Lumen (LUMN) in Q1 2017, closing a stake of 139 shares — an estimated $3K sold.

Stanford Investment Group first reported a position in LUMN in Q1 2015 and held it in 8 quarters. The position peaked at $24K in Q1 2015. 655 funds tracked by Wall St. Rank hold LUMN as of Q1 2017.

  • Stanford Investment Group reported no remaining Lumen position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 139 Lumen shares in Q1 2017, an estimated $3K.
  • Stanford Investment Group first reported a position in Lumen in Q1 2015 and held it in 8 quarters.
  • Stanford Investment Group's Lumen position peaked at $24K in Q1 2015.
  • 655 funds tracked by Wall St. Rank held Lumen as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.