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WealthTrust-Arizona’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

WealthTrust-Arizona’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
Q1 		– Sell
-83
Closed -$3K – 709
2013
Q4 		$3K Sell
83
-1
-1% -$32 ﹤0.01% 524
2013
Q3 		$3K Sell
84
-1
-1% -$34 ﹤0.01% 498
2013
Q2 		$3K Buy
+85
New +$3.09K ﹤0.01% 481

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthTrust-Arizona's LUMN Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2014, closing a stake of 83 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in LUMN in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 83 Lumen Technologies, Inc. Common Stock shares in Q1 2014, an estimated $3K.
  • WealthTrust-Arizona first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Lumen Technologies, Inc. Common Stock position peaked at $3K in Q4 2013.
  • 600 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.