JOYN Advisors’s Lumentum LITE Stock Holding History

JOYN 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
2019 Q1	–	Sell	-92	Closed	-$4K	–	826
2018 Q4	$4K	Hold	92	–	–	﹤0.01%	1314
2018 Q3	$6K	Buy	92 +4	+5%	+$239	﹤0.01%	1130
2018 Q2	$5K	Sell	88 -466	-84%	-$27.8K	﹤0.01%	1134
2018 Q1	$35K	Buy	+554	New	+$31.8K	0.01%	556

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

JOYN Advisors's LITE Position: Q1 2019 in Review

JOYN Advisors sold out of Lumentum (LITE) in Q1 2019, closing a stake of 92 shares — an estimated $4K sold.

JOYN Advisors first reported a position in LITE in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2018. 367 funds tracked by Wall St. Rank hold LITE as of Q1 2019.

JOYN Advisors reported no remaining Lumentum position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 92 Lumentum shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in Lumentum in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Lumentum position peaked at $35K in Q1 2018.
367 funds tracked by Wall St. Rank held Lumentum as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.