Edge Advisors’s Lumentum LITE Stock Holding History

Edge 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
2017 Q3	–	Sell	-46	Closed	-$2K	–	945
2017 Q2	$2K	Sell	46 -25	-35%	-$1.34K	﹤0.01%	868
2017 Q1	$3K	Buy	71 +46	+184%	+$2.03K	﹤0.01%	853
2016 Q4	$0	Buy	+25	New	+$995	﹤0.01%	858

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

TCIM

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

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

GGHC

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

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

Edge Advisors's LITE Position: Q3 2017 in Review

Edge Advisors sold out of Lumentum (LITE) in Q3 2017, closing a stake of 46 shares — an estimated $2K sold.

Edge Advisors first reported a position in LITE in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2017. 301 funds tracked by Wall St. Rank hold LITE as of Q3 2017.

Edge Advisors reported no remaining Lumentum position as of Q3 2017 after selling out during the quarter.
Edge Advisors sold 46 Lumentum shares in Q3 2017, an estimated $2K.
Edge Advisors first reported a position in Lumentum in Q4 2016 and held it in 3 quarters.
Edge Advisors's Lumentum position peaked at $3K in Q1 2017.
301 funds tracked by Wall St. Rank held Lumentum as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.