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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
Q3 		– Sell
-500
Closed -$27K – 1096
2019
Q2 		$27K Buy
500
+100
+25% +$5.33K 0.01% 641
2019
Q1 		$23K Hold
400
– – ﹤0.01% 842
2018
Q4 		$17K Hold
400
– – ﹤0.01% 843
2018
Q3 		$24K Buy
+400
New +$23.9K ﹤0.01% 873
2018
Q2 		– Sell
-800
Closed -$52K – 1423
2018
Q1 		$52K Sell
800
-200
-20% -$11.5K 0.01% 593
2017
Q4 		$49K Buy
+1,000
New +$55.7K 0.01% 690

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.