AG
LUNA

Advisor Group’s Luna Innovations Incorporated LUNA Stock Holding History

Advisor Group’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Buy
400
+200
+100% +$1.32K ﹤0.01% 4935
2019
Q3 		$1K Buy
+200
New +$1.11K ﹤0.01% 5237
2017
Q3 		– Sell
-500
Closed -$1K – 5131
2017
Q2 		$1K Hold
500
– – ﹤0.01% 4758
2017
Q1 		$1K Buy
+500
New +$913 ﹤0.01% 4657

Other funds holding LUNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisor Group's LUNA Position: Q4 2019 in Review

Advisor Group increased its Luna Innovations Incorporated (LUNA) stake by 100% in Q4 2019, buying an estimated $1.32K and bringing the position to 400 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4935.

Advisor Group first reported a position in LUNA in Q1 2017 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold LUNA as of Q4 2019.

  • Advisor Group held 400 shares of Luna Innovations Incorporated worth $3K as of Q4 2019.
  • Advisor Group bought 200 Luna Innovations Incorporated shares in Q4 2019, an estimated $1.32K.
  • Luna Innovations Incorporated made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4935 holding.
  • Advisor Group first reported a position in Luna Innovations Incorporated in Q1 2017 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.