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Zevin Asset Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Zevin Asset 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
2016
Q4 		– Sell
-7,335
Closed -$201K – 119
2016
Q3 		$201K Hold
7,335
– – 0.06% 106
2016
Q2 		$213K Buy
+7,335
New +$214K 0.06% 113

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 $3.38T AUM 44.17% 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 $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zevin Asset Management's LUMN Position: Q4 2016 in Review

Zevin Asset Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2016, closing a stake of 7,335 shares — an estimated $201K sold.

Zevin Asset Management first reported a position in LUMN in Q2 2016 and held it in 2 quarters. The position peaked at $213K in Q2 2016. 664 funds tracked by Wall St. Rank hold LUMN as of Q4 2016.

  • Zevin Asset Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Zevin Asset Management sold 7,335 Lumen Technologies, Inc. Common Stock shares in Q4 2016, an estimated $201K.
  • Zevin Asset Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2016 and held it in 2 quarters.
  • Zevin Asset Management's Lumen Technologies, Inc. Common Stock position peaked at $213K in Q2 2016.
  • 664 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2016.

Based on Zevin Asset Management's 13F filing for Q4 2016, filed 17 Feb 2017.