Bellwether Investment Group’s Lumentum LITE Stock Holding History

Bellwether Investment Group’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
2017 Q2	–	Sell	-3	Closed	–	–	363
2017 Q1	$0	Hold	3	–	–	﹤0.01%	880
2016 Q4	$0	Buy	+3	New	+$119	﹤0.01%	985

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

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

Bellwether Investment Group's LITE Position: Q2 2017 in Review

Bellwether Investment Group sold out of Lumentum (LITE) in Q2 2017, closing a stake of 3 shares.

Bellwether Investment Group first reported a position in LITE in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 301 funds tracked by Wall St. Rank hold LITE as of Q2 2017.

Bellwether Investment Group reported no remaining Lumentum position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 3 Lumentum shares in Q2 2017.
Bellwether Investment Group first reported a position in Lumentum in Q4 2016 and held it in 2 quarters.
Bellwether Investment Group's Lumentum position peaked at $0 in Q1 2017.
301 funds tracked by Wall St. Rank held Lumentum as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.