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WBH Advisory’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

WBH Advisory’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 		– Sell
-6,202
Closed -$219K – 194
2013
Q2 		$219K Buy
+6,202
New +$225K 0.1% 174

Other funds holding LUMN

Capital Research Global Investors
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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WBH Advisory's LUMN Position: Q3 2013 in Review

WBH Advisory sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2013, closing a stake of 6,202 shares — an estimated $219K sold.

WBH Advisory first reported a position in LUMN in Q2 2013 and held it in 1 quarter. The position peaked at $219K in Q2 2013. 603 funds tracked by Wall St. Rank hold LUMN as of Q3 2013.

  • WBH Advisory reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
  • WBH Advisory sold 6,202 Lumen Technologies, Inc. Common Stock shares in Q3 2013, an estimated $219K.
  • WBH Advisory first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
  • WBH Advisory's Lumen Technologies, Inc. Common Stock position peaked at $219K in Q2 2013.
  • 603 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2013.

Based on WBH Advisory's 13F filing for Q3 2013, filed 5 Nov 2013.