LifePlan Financial Group’s Lumentum LITE Stock Holding History

LifePlan Financial Group’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 Q1	–	Sell	-2	Closed	–	–	564
2019 Q4	$0	Buy	+2	New	+$131	﹤0.01%	567

Other funds holding LITE

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's LITE Position: Q1 2020 in Review

LifePlan Financial Group sold out of Lumentum (LITE) in Q1 2020, closing a stake of 2 shares.

LifePlan Financial Group first reported a position in LITE in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 392 funds tracked by Wall St. Rank hold LITE as of Q1 2020.

LifePlan Financial Group reported no remaining Lumentum position as of Q1 2020 after selling out during the quarter.
LifePlan Financial Group sold 2 Lumentum shares in Q1 2020.
LifePlan Financial Group first reported a position in Lumentum in Q4 2019 and held it in 1 quarter.
LifePlan Financial Group's Lumentum position peaked at $0 in Q4 2019.
392 funds tracked by Wall St. Rank held Lumentum as of Q1 2020.

Based on LifePlan Financial Group's 13F filing for Q1 2020, filed 6 Apr 2020.