Creative Planning’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Creative Planning’s Portfolio LUMO Stock Details LUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,476	Closed	-$106K	–	2187
2018 Q2	$106K	Hold	2,476	–	–	﹤0.01%	1763
2018 Q1	$162K	Buy	2,476 +389	+19%	+$27.6K	﹤0.01%	1660
2017 Q4	$152K	Buy	+2,087	New	+$173K	﹤0.01%	1672
2017 Q3	–	Sell	-931	Closed	-$62K	–	3830
2017 Q2	$62K	Buy	931 +444	+91%	+$55K	﹤0.01%	2344
2017 Q1	$106K	Hold	487	–	–	﹤0.01%	1919
2016 Q4	$45K	Sell	487 -33	-6%	-$3.72K	﹤0.01%	2482
2016 Q3	$70K	Buy	520 +77	+17%	+$7.65K	﹤0.01%	2112
2016 Q2	$45K	Buy	443 +22	+5%	+$2.73K	﹤0.01%	2204
2016 Q1	$69K	Buy	421 +168	+66%	+$34.1K	﹤0.01%	1881
2015 Q4	$83K	Buy	+253	New	+$82.4K	﹤0.01%	1751

Other funds holding LUMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's LUMO Position: Q3 2018 in Review

Creative Planning sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q3 2018, closing a stake of 2,476 shares — an estimated $106K sold.

Creative Planning first reported a position in LUMO in Q4 2015 and held it in 10 quarters. The position peaked at $162K in Q1 2018. 92 funds tracked by Wall St. Rank hold LUMO as of Q3 2018.

Creative Planning reported no remaining Lumos Pharma, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Creative Planning sold 2,476 Lumos Pharma, Inc. Common Stock shares in Q3 2018, an estimated $106K.
Creative Planning first reported a position in Lumos Pharma, Inc. Common Stock in Q4 2015 and held it in 10 quarters.
Creative Planning's Lumos Pharma, Inc. Common Stock position peaked at $162K in Q1 2018.
92 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.