PWAG
LUNA

Polaris Wealth Advisory Group’s Luna Innovations Incorporated LUNA Stock Holding History

Polaris Wealth Advisory 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
2014
Q1 		– Sell
-250
Closed – – 220
2013
Q4 		$0 Buy
+250
New +$334 ﹤0.01% 202

Other funds holding LUNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Polaris Wealth Advisory Group's LUNA Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of Luna Innovations Incorporated (LUNA) in Q1 2014, closing a stake of 250 shares.

Polaris Wealth Advisory Group first reported a position in LUNA in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 16 funds tracked by Wall St. Rank hold LUNA as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining Luna Innovations Incorporated position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 250 Luna Innovations Incorporated shares in Q1 2014.
  • Polaris Wealth Advisory Group first reported a position in Luna Innovations Incorporated in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Luna Innovations Incorporated position peaked at $0 in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.