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Woodmont Investment Counsel’s Lumen LUMN Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-3
Closed – – 437
2016
Q3 		$0 Buy
+3
New +$88 ﹤0.01% 724
2016
Q2 		– Sell
-3
Closed – – 341
2016
Q1 		$0 Hold
3
– – ﹤0.01% 537
2015
Q4 		$0 Hold
3
– – ﹤0.01% 551
2015
Q3 		$0 Hold
3
– – ﹤0.01% 555
2015
Q2 		$0 Buy
+3
New +$102 ﹤0.01% 545

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodmont Investment Counsel's LUMN Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Lumen (LUMN) in Q4 2016, closing a stake of 3 shares.

Woodmont Investment Counsel first reported a position in LUMN in Q2 2015 and held it in 5 quarters. The position peaked at $0 in Q3 2016. 665 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Lumen position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 3 Lumen shares in Q4 2016.
  • Woodmont Investment Counsel first reported a position in Lumen in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Lumen position peaked at $0 in Q3 2016.
  • 665 funds tracked by Wall St. Rank held Lumen as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.