WRF
LUMO

Waddell & Reed Financial’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Waddell & Reed Financial’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
Q2 		– Sell
-6,078
Closed -$995K – 630
2016
Q1 		$995K Hold
6,078
– – ﹤0.01% 587
2015
Q4 		$1.99M Hold
6,078
– – ﹤0.01% 594
2015
Q3 		$1.96M Buy
+6,078
New +$2.67M ﹤0.01% 576

Other funds holding LUMO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

Waddell & Reed Financial's LUMO Position: Q2 2016 in Review

Waddell & Reed Financial sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q2 2016, closing a stake of 6,078 shares — an estimated $995K sold.

Waddell & Reed Financial first reported a position in LUMO in Q3 2015 and held it in 3 quarters. The position peaked at $1.99M in Q4 2015. 112 funds tracked by Wall St. Rank hold LUMO as of Q2 2016.

  • Waddell & Reed Financial reported no remaining Lumos Pharma, Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 6,078 Lumos Pharma, Inc. Common Stock shares in Q2 2016, an estimated $995K.
  • Waddell & Reed Financial first reported a position in Lumos Pharma, Inc. Common Stock in Q3 2015 and held it in 3 quarters.
  • Waddell & Reed Financial's Lumos Pharma, Inc. Common Stock position peaked at $1.99M in Q4 2015.
  • 112 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.