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Winton Capital Management’s Lumen LUMN Stock Holding History

Winton Capital 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
Q1 		$1.59M Sell
48,311
-10,200
-17% -$312K 0.01% 486
2013
Q4 		$1.86M Sell
58,511
-194,927
-77% -$6.23M 0.02% 467
2013
Q3 		$7.95M Sell
253,438
-302,129
-54% -$10.3M 0.1% 303
2013
Q2 		$19.6M Buy
+555,567
New +$20.2M 0.24% 155

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 $3.37T AUM 44.26% 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 16.26% 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 18.14% 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

Winton Capital Management's LUMN Position: Q1 2014 in Review

Winton Capital Management reduced its Lumen (LUMN) stake by 17% in Q1 2014, selling an estimated $312K and leaving 48,311 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #486.

Winton Capital Management first reported a position in LUMN in Q2 2013 and has held it in 4 quarters since. The position peaked at $19.6M in Q2 2013. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2014.

  • Winton Capital Management held 48,311 shares of Lumen worth $1.59M as of Q1 2014.
  • Winton Capital Management sold 10,200 Lumen shares in Q1 2014, an estimated $312K.
  • Lumen made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #486 holding.
  • Winton Capital Management first reported a position in Lumen in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Lumen position peaked at $19.6M in Q2 2013.
  • 600 funds tracked by Wall St. Rank held Lumen as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.