AWMS
LITE icon

Advocacy Wealth Management Services’s Lumentum LITE Stock Holding History

Advocacy Wealth Management Services’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2
Closed – – 380
2016
Q2 		$0 Hold
2
– – ﹤0.01% 428
2016
Q1 		$0 Hold
2
– – ﹤0.01% 539
2015
Q4 		$0 Buy
+2
New +$36 ﹤0.01% 530

Other funds holding LITE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's LITE Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Lumentum (LITE) in Q3 2016, closing a stake of 2 shares.

Advocacy Wealth Management Services first reported a position in LITE in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q2 2016. 262 funds tracked by Wall St. Rank hold LITE as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Lumentum position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2 Lumentum shares in Q3 2016.
  • Advocacy Wealth Management Services first reported a position in Lumentum in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Lumentum position peaked at $0 in Q2 2016.
  • 262 funds tracked by Wall St. Rank held Lumentum as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.