WA
LUMO

WFG Advisors’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

WFG Advisors’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
Q4 		– Sell
-7
Closed -$1K – 1762
2016
Q3 		$1K Hold
7
– – ﹤0.01% 1517
2016
Q2 		$1K Hold
7
– – ﹤0.01% 1508
2016
Q1 		$1K Hold
7
– – ﹤0.01% 1470
2015
Q4 		$2K Hold
7
– – ﹤0.01% 1395
2015
Q3 		$2K Buy
+7
New +$3.08K ﹤0.01% 1443

Other funds holding LUMO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's LUMO Position: Q4 2016 in Review

WFG Advisors sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q4 2016, closing a stake of 7 shares — an estimated $1K sold.

WFG Advisors first reported a position in LUMO in Q3 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2015. 122 funds tracked by Wall St. Rank hold LUMO as of Q4 2016.

  • WFG Advisors reported no remaining Lumos Pharma, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 7 Lumos Pharma, Inc. Common Stock shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Lumos Pharma, Inc. Common Stock in Q3 2015 and held it in 5 quarters.
  • WFG Advisors's Lumos Pharma, Inc. Common Stock position peaked at $2K in Q4 2015.
  • 122 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.