SHWM
LUNA

Smith & Howard Wealth Management’s Luna Innovations Incorporated LUNA Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-800
Closed -$1K – 246
2013
Q4 		$1K Buy
+800
New +$1.07K ﹤0.01% 249

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

Smith & Howard Wealth Management's LUNA Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Luna Innovations Incorporated (LUNA) in Q1 2014, closing a stake of 800 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in LUNA in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 16 funds tracked by Wall St. Rank hold LUNA as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Luna Innovations Incorporated position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 800 Luna Innovations Incorporated shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in Luna Innovations Incorporated in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Luna Innovations Incorporated position peaked at $1K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.