IP
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Intellectus Partners’s Lumentum LITE Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-500
Closed -$28K – 314
2019
Q1 		$28K Sell
500
-525
-51% -$25.2K 0.01% 292
2018
Q4 		$43K Buy
1,025
+1,000
+4,000% +$49.2K 0.03% 156
2018
Q3 		$1K Hold
25
– – ﹤0.01% 564
2018
Q2 		$1K Hold
25
– – ﹤0.01% 576
2018
Q1 		$2K Hold
25
– – ﹤0.01% 569
2017
Q4 		$1K Hold
25
– – ﹤0.01% 603
2017
Q3 		$1K Hold
25
– – ﹤0.01% 756
2017
Q2 		$1K Hold
25
– – ﹤0.01% 741
2017
Q1 		$1K Hold
25
– – ﹤0.01% 672
2016
Q4 		$1K Buy
+25
New +$995 ﹤0.01% 664

Other funds holding LITE

BlackRock
BlackRock New York $5.7T 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return