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Torch Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-306
Closed -$11K – 182
2014
Q2 		$11K Hold
306
– – 0.01% 236
2014
Q1 		$10K Hold
306
– – 0.01% 258
2013
Q4 		$10K Buy
+306
New +$9.78K 0.01% 230

Other funds holding LUMN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Torch Wealth Management's LUMN Position: Q3 2014 in Review

Torch Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2014, closing a stake of 306 shares — an estimated $11K sold.

Torch Wealth Management first reported a position in LUMN in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2014. 635 funds tracked by Wall St. Rank hold LUMN as of Q3 2014.

  • Torch Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 306 Lumen Technologies, Inc. Common Stock shares in Q3 2014, an estimated $11K.
  • Torch Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $11K in Q2 2014.
  • 635 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.