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Avantax Planning Partners’s Lumentum LITE Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-107
Closed -$6K – 808
2018
Q3 		$6K Buy
+107
New +$6.4K ﹤0.01% 1035
2018
Q2 		– Sell
-61
Closed -$4K – 922
2018
Q1 		$4K Buy
+61
New +$3.5K ﹤0.01% 1429

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's LITE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Lumentum (LITE) in Q4 2018, closing a stake of 107 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in LITE in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 366 funds tracked by Wall St. Rank hold LITE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Lumentum position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 107 Lumentum shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Lumentum in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Lumentum position peaked at $6K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.