IPC
LUMO

Independent Portfolio Consultants’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Independent Portfolio Consultants’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
2016
Q1 		– Sell
-36
Closed -$12K – 807
2015
Q4 		$12K Hold
36
– – ﹤0.01% 696
2015
Q3 		$12K Sell
36
-5
-12% -$2.2K ﹤0.01% 717
2015
Q2 		$16K Sell
41
-93
-69% -$39.5K ﹤0.01% 734
2015
Q1 		$66K Buy
+134
New +$51.9K 0.01% 567

Other funds holding LUMO

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's LUMO Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q1 2016, closing a stake of 36 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in LUMO in Q1 2015 and held it in 4 quarters. The position peaked at $66K in Q1 2015. 139 funds tracked by Wall St. Rank hold LUMO as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Lumos Pharma, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 36 Lumos Pharma, Inc. Common Stock shares in Q1 2016, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Lumos Pharma, Inc. Common Stock in Q1 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's Lumos Pharma, Inc. Common Stock position peaked at $66K in Q1 2015.
  • 139 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.