EWM
LUMO

Evercore Wealth Management’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Evercore Wealth Management’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
2017
Q1 		– Sell
-28
Closed -$3K – 1048
2016
Q4 		$3K Buy
+28
New +$3.15K ﹤0.01% 933

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's LUMO Position: Q1 2017 in Review

Evercore Wealth Management sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q1 2017, closing a stake of 28 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in LUMO in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 128 funds tracked by Wall St. Rank hold LUMO as of Q1 2017.

  • Evercore Wealth Management reported no remaining Lumos Pharma, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 28 Lumos Pharma, Inc. Common Stock shares in Q1 2017, an estimated $3K.
  • Evercore Wealth Management first reported a position in Lumos Pharma, Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Lumos Pharma, Inc. Common Stock position peaked at $3K in Q4 2016.
  • 128 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.