WCMNY
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Westchester Capital Management (New York)’s Lumen LUMN Stock Holding History

Westchester Capital Management (New York)’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
-918,400
Closed -$32.5M – 116
2013
Q2 		$32.5M Buy
+918,400
New +$33.4M 0.6% 61

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State Street
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Bank of New York Mellon
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westchester Capital Management (New York)'s LUMN Position: Q3 2018 in Review

Westchester Capital Management (New York) sold out of Lumen (LUMN) in Q3 2018, closing a stake of 186,471 shares — an estimated $3.48M sold.

Westchester Capital Management (New York) first reported a position in LUMN in Q2 2013 and held it in 4 quarters. The position peaked at $5.31M in Q4 2017. 763 funds tracked by Wall St. Rank hold LUMN as of Q3 2018.

  • Westchester Capital Management (New York) reported no remaining Lumen position as of Q3 2018 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 186,471 Lumen shares in Q3 2018, an estimated $3.48M.
  • Westchester Capital Management (New York) first reported a position in Lumen in Q2 2013 and held it in 4 quarters.
  • Westchester Capital Management (New York)'s Lumen position peaked at $5.31M in Q4 2017.
  • 763 funds tracked by Wall St. Rank held Lumen as of Q3 2018.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2018, filed 14 Nov 2018.