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Stifel Nicolaus & Co’s Lumen LUMN Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$26.9M Sell
856,589
-56,761
-6% -$1.93M 0.44% 49
2013
Q2 		$32.3M Buy
+913,350
New +$33.2M 0.58% 31

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Nicolaus & Co's LUMN Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Lumen (LUMN) stake by 6.2% in Q3 2013, selling an estimated $1.93M and leaving 856,589 shares worth $26.9M. The position accounts for 0.44% of the portfolio, ranked #49.

Stifel Nicolaus & Co first reported a position in LUMN in Q2 2013 and has held it in 2 quarters since. The position peaked at $32.3M in Q2 2013. 603 funds tracked by Wall St. Rank hold LUMN as of Q3 2013.

  • Stifel Nicolaus & Co held 856,589 shares of Lumen worth $26.9M as of Q3 2013.
  • Stifel Nicolaus & Co sold 56,761 Lumen shares in Q3 2013, an estimated $1.93M.
  • Lumen made up 0.44% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #49 holding.
  • Stifel Nicolaus & Co first reported a position in Lumen in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Lumen position peaked at $32.3M in Q2 2013.
  • 603 funds tracked by Wall St. Rank held Lumen as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.