SSG
LUMO

Summit Securities Group’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Summit Securities Group’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
2013
Q4 		– Sell
-129
Closed -$22K – 605
2013
Q3 		$22K Buy
+129
New +$20.8K 0.01% 225

Other funds holding LUMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's LUMO Position: Q4 2013 in Review

Summit Securities Group sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q4 2013, closing a stake of 129 shares — an estimated $22K sold.

Summit Securities Group first reported a position in LUMO in Q3 2013 and held it in 1 quarter. The position peaked at $22K in Q3 2013. 83 funds tracked by Wall St. Rank hold LUMO as of Q4 2013.

  • Summit Securities Group reported no remaining Lumos Pharma, Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Summit Securities Group sold 129 Lumos Pharma, Inc. Common Stock shares in Q4 2013, an estimated $22K.
  • Summit Securities Group first reported a position in Lumos Pharma, Inc. Common Stock in Q3 2013 and held it in 1 quarter.
  • Summit Securities Group's Lumos Pharma, Inc. Common Stock position peaked at $22K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q4 2013.

Based on Summit Securities Group's 13F filing for Q4 2013, filed 13 Feb 2014.