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Clear Perspective Advisors’s Lumentum LITE Stock Holding History

Clear Perspective 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
-150
Closed -$9K – 308
2018
Q2 		$9K Hold
150
– – 0.01% 377
2018
Q1 		$10K Buy
150
+50
+50% +$2.87K 0.01% 349
2017
Q4 		$5K Buy
+100
New +$5.58K ﹤0.01% 389

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Clear Perspective Advisors's LITE Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Lumentum (LITE) in Q3 2018, closing a stake of 150 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in LITE in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 359 funds tracked by Wall St. Rank hold LITE as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Lumentum position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 150 Lumentum shares in Q3 2018, an estimated $9K.
  • Clear Perspective Advisors first reported a position in Lumentum in Q4 2017 and held it in 3 quarters.
  • Clear Perspective Advisors's Lumentum position peaked at $10K in Q1 2018.
  • 359 funds tracked by Wall St. Rank held Lumentum as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.