Lenox Wealth Advisors’s Lumentum LITE Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-83	Closed	-$6K	–	706
2020 Q1	$6K	Buy	+83	New	+$6.53K	﹤0.01%	402
2018 Q4	–	Sell	-22	Closed	-$1K	–	387
2018 Q3	$1K	Sell	22 -178	-89%	-$10.6K	﹤0.01%	392
2018 Q2	$12K	Buy	200 +178	+809%	+$10.6K	﹤0.01%	324
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	514
2017 Q4	$1K	Buy	+22	New	+$1.23K	﹤0.01%	368

Other funds holding LITE

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's LITE Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Lumentum (LITE) in Q2 2020, closing a stake of 83 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in LITE in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q2 2018. 441 funds tracked by Wall St. Rank hold LITE as of Q2 2020.

Lenox Wealth Advisors reported no remaining Lumentum position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 83 Lumentum shares in Q2 2020, an estimated $6K.
Lenox Wealth Advisors first reported a position in Lumentum in Q4 2017 and held it in 5 quarters.
Lenox Wealth Advisors's Lumentum position peaked at $12K in Q2 2018.
441 funds tracked by Wall St. Rank held Lumentum as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.