TYCC
LUMN icon

Texas Yale Capital Corp’s Lumen LUMN Stock Holding History

Texas Yale Capital 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
Q4 		– Sell
-47,730
Closed -$1.31M – 436
2016
Q3 		$1.31M Sell
47,730
-5,000
-9% -$146K 0.13% 148
2016
Q2 		$1.53M Hold
52,730
– – 0.15% 127
2016
Q1 		$1.69M Sell
52,730
-1,100
-2% -$30.8K 0.17% 114
2015
Q4 		$1.35M Hold
53,830
– – 0.13% 131
2015
Q3 		$1.35M Hold
53,830
– – 0.13% 138
2015
Q2 		$1.58M Buy
53,830
+1,400
+3% +$47.7K 0.13% 138
2015
Q1 		$1.81M Sell
52,430
-1,725
-3% -$64.4K 0.15% 120
2014
Q4 		$2.14M Buy
54,155
+1,725
+3% +$69K 0.19% 90
2014
Q3 		$2.14M Hold
52,430
– – 0.2% 79
2014
Q2 		$1.9M Sell
52,430
-60
-0.1% -$2.15K 0.24% 91
2014
Q1 		$1.72M Buy
52,490
+23,100
+79% +$707K 0.24% 89
2013
Q4 		$936K Sell
29,390
-24,510
-45% -$783K 0.14% 127
2013
Q3 		$1.69M Sell
53,900
-3,310
-6% -$113K 0.29% 84
2013
Q2 		$2.02M Buy
+57,210
New +$2.08M 0.35% 70

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return