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Financial Architects (New Jersey)’s Lumentum LITE Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-1,000
Closed -$48K – 1479
2018
Q4 		$42K Buy
1,000
+700
+233% +$34.5K 0.01% 591
2018
Q3 		$18K Buy
+300
New +$17.9K ﹤0.01% 954
2018
Q2 		– Sell
-197
Closed -$13K – 1424
2018
Q1 		$13K Sell
197
-297
-60% -$17K ﹤0.01% 999
2017
Q4 		$24K Buy
494
+76
+18% +$4.24K ﹤0.01% 920
2017
Q3 		$23K Buy
418
+40
+11% +$2.33K ﹤0.01% 929
2017
Q2 		$22K Buy
378
+278
+278% +$14.9K ﹤0.01% 925
2017
Q1 		$5K Buy
+100
New +$4.41K ﹤0.01% 1286

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s LITE Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Lumentum (LITE) in Q1 2019, closing a stake of 1,000 shares — an estimated $48K sold.

Financial Architects (New Jersey) first reported a position in LITE in Q1 2017 and held it in 7 quarters. The position peaked at $42K in Q4 2018. 367 funds tracked by Wall St. Rank hold LITE as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining Lumentum position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Lumentum shares in Q1 2019, an estimated $48K.
  • Financial Architects (New Jersey) first reported a position in Lumentum in Q1 2017 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s Lumentum position peaked at $42K in Q4 2018.
  • 367 funds tracked by Wall St. Rank held Lumentum as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.