HIM
LUNA

Hillsdale Investment Management’s Luna Innovations Incorporated LUNA Stock Holding History

Hillsdale Investment Management’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
2018
Q4 		– Sell
-54,147
Closed -$175K – 677
2018
Q3 		$175K Sell
54,147
-209,853
-79% -$743K 0.02% 262
2018
Q2 		$787K Buy
264,000
+140,196
+113% +$451K 0.1% 168
2018
Q1 		$401K Buy
+123,804
New +$310K 0.06% 212

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's LUNA Position: Q4 2018 in Review

Hillsdale Investment Management sold out of Luna Innovations Incorporated (LUNA) in Q4 2018, closing a stake of 54,147 shares — an estimated $175K sold.

Hillsdale Investment Management first reported a position in LUNA in Q1 2018 and held it in 3 quarters. The position peaked at $787K in Q2 2018. 31 funds tracked by Wall St. Rank hold LUNA as of Q4 2018.

  • Hillsdale Investment Management reported no remaining Luna Innovations Incorporated position as of Q4 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 54,147 Luna Innovations Incorporated shares in Q4 2018, an estimated $175K.
  • Hillsdale Investment Management first reported a position in Luna Innovations Incorporated in Q1 2018 and held it in 3 quarters.
  • Hillsdale Investment Management's Luna Innovations Incorporated position peaked at $787K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2018.

Based on Hillsdale Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.