UBWV
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United Bank (West Virginia)’s Lumen LUMN Stock Holding History

United Bank (West Virginia)’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
2015
Q1 		– Sell
-5,138
Closed -$203K – 116
2014
Q4 		$203K Hold
5,138
– – 0.08% 111
2014
Q3 		$211K Buy
+5,138
New +$202K 0.08% 104

Other funds holding LUMN

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Bank (West Virginia)'s LUMN Position: Q1 2015 in Review

United Bank (West Virginia) sold out of Lumen (LUMN) in Q1 2015, closing a stake of 5,138 shares — an estimated $203K sold.

United Bank (West Virginia) first reported a position in LUMN in Q3 2014 and held it in 2 quarters. The position peaked at $211K in Q3 2014. 667 funds tracked by Wall St. Rank hold LUMN as of Q1 2015.

  • United Bank (West Virginia) reported no remaining Lumen position as of Q1 2015 after selling out during the quarter.
  • United Bank (West Virginia) sold 5,138 Lumen shares in Q1 2015, an estimated $203K.
  • United Bank (West Virginia) first reported a position in Lumen in Q3 2014 and held it in 2 quarters.
  • United Bank (West Virginia)'s Lumen position peaked at $211K in Q3 2014.
  • 667 funds tracked by Wall St. Rank held Lumen as of Q1 2015.

Based on United Bank (West Virginia)'s 13F filing for Q1 2015, filed 27 Apr 2015.