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Tiemann Investment Advisors’s Lumen LUMN Stock Holding History

Tiemann Investment Advisors’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
-8,998
Closed -$247K – 162
2016
Q3 		$247K Sell
8,998
-74
-0.8% -$2.16K 0.23% 135
2016
Q2 		$263K Sell
9,072
-2,541
-22% -$74K 0.25% 126
2016
Q1 		$371K Buy
11,613
+1,485
+15% +$41.6K 0.37% 86
2015
Q4 		$255K Buy
10,128
+1,065
+12% +$28.6K 0.26% 124
2015
Q3 		$228K Buy
9,063
+645
+8% +$17.9K 0.25% 132
2015
Q2 		$247K Sell
8,418
-515
-6% -$17.5K 0.25% 128
2015
Q1 		$309K Buy
8,933
+102
+1% +$3.81K 0.32% 99
2014
Q4 		$350K Buy
8,831
+90
+1% +$3.6K 0.38% 86
2014
Q3 		$357K Buy
8,741
+118
+1% +$4.64K 0.4% 85
2014
Q2 		$312K Buy
8,623
+23
+0.3% +$826 0.35% 97
2014
Q1 		$282K Sell
8,600
-2,416
-22% -$73.9K 0.32% 103
2013
Q4 		$351K Buy
+11,016
New +$352K 0.42% 84

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 $432B AUM 30.22% 1-Year Est. Return

Tiemann Investment Advisors's LUMN Position: Q4 2016 in Review

Tiemann Investment Advisors sold out of Lumen (LUMN) in Q4 2016, closing a stake of 8,998 shares — an estimated $247K sold.

Tiemann Investment Advisors first reported a position in LUMN in Q4 2013 and held it in 12 quarters. The position peaked at $371K in Q1 2016. 665 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

  • Tiemann Investment Advisors reported no remaining Lumen position as of Q4 2016 after selling out during the quarter.
  • Tiemann Investment Advisors sold 8,998 Lumen shares in Q4 2016, an estimated $247K.
  • Tiemann Investment Advisors first reported a position in Lumen in Q4 2013 and held it in 12 quarters.
  • Tiemann Investment Advisors's Lumen position peaked at $371K in Q1 2016.
  • 665 funds tracked by Wall St. Rank held Lumen as of Q4 2016.

Based on Tiemann Investment Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.