Apriem Advisors’s Lumentum LITE Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-350	Closed	-$20K	–	270
2018 Q2	$20K	Buy	+350	New	+$20.9K	﹤0.01%	356
2017 Q2	–	Sell	-200	Closed	-$11K	–	356
2017 Q1	$11K	Buy	+200	New	+$8.82K	﹤0.01%	411

Other funds holding LITE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Apriem Advisors's LITE Position: Q3 2018 in Review

Apriem Advisors sold out of Lumentum (LITE) in Q3 2018, closing a stake of 350 shares — an estimated $20K sold.

Apriem Advisors first reported a position in LITE in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 359 funds tracked by Wall St. Rank hold LITE as of Q3 2018.

Apriem Advisors reported no remaining Lumentum position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 350 Lumentum shares in Q3 2018, an estimated $20K.
Apriem Advisors first reported a position in Lumentum in Q1 2017 and held it in 2 quarters.
Apriem Advisors's Lumentum position peaked at $20K in Q2 2018.
359 funds tracked by Wall St. Rank held Lumentum as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.