FGC
LITE icon

Financial Gravity Companies’s Lumentum LITE Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+24
New +$1.18K ﹤0.01% 1136
2018
Q1 		$1K Hold
10
– – ﹤0.01% 1186
2017
Q4 		$0 Buy
+10
New +$557 ﹤0.01% 1411

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's LITE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Lumentum (LITE) in Q4 2018: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LITE as recently as Q1 2018.

Financial Gravity Companies first reported a position in LITE in Q4 2017 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold LITE as of Q4 2018.

  • Financial Gravity Companies held 24 shares of Lumentum worth $1K as of Q4 2018.
  • Lumentum was a new Financial Gravity Companies position in Q4 2018.
  • Lumentum made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1136 holding.
  • Financial Gravity Companies first reported a position in Lumentum in Q4 2017 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.