Aevitas Wealth Management’s Lumentum LITE Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-209	Closed	-$11K	–	226
2019 Q1	$11K	Hold	209	–	–	0.01%	295
2018 Q4	$9K	Sell	209 -2	-0.9%	-$98	0.01%	303
2018 Q3	$13K	Hold	211	–	–	0.01%	323
2018 Q2	$12K	Hold	211	–	–	0.01%	310
2018 Q1	$13K	Hold	211	–	–	0.01%	299
2017 Q4	$10K	Buy	+211	New	+$11.8K	0.01%	318

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aevitas Wealth Management's LITE Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Lumentum (LITE) in Q2 2019, closing a stake of 209 shares — an estimated $11K sold.

Aevitas Wealth Management first reported a position in LITE in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 340 funds tracked by Wall St. Rank hold LITE as of Q2 2019.

Aevitas Wealth Management reported no remaining Lumentum position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 209 Lumentum shares in Q2 2019, an estimated $11K.
Aevitas Wealth Management first reported a position in Lumentum in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Lumentum position peaked at $13K in Q3 2018.
340 funds tracked by Wall St. Rank held Lumentum as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.