Regal Investment Advisors’s Lumentum LITE Stock Holding History

Regal Investment 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
2015 Q4	–	Sell	-51	Closed	–	–	613
2015 Q3	$0	Buy	+51	New	+$967	﹤0.01%	1074

Other funds holding LITE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AAM

AO Asset Management New York $145M AUM 15.82% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Regal Investment Advisors's LITE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Lumentum (LITE) in Q4 2015, closing a stake of 51 shares.

Regal Investment Advisors first reported a position in LITE in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 183 funds tracked by Wall St. Rank hold LITE as of Q4 2015.

Regal Investment Advisors reported no remaining Lumentum position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 51 Lumentum shares in Q4 2015.
Regal Investment Advisors first reported a position in Lumentum in Q3 2015 and held it in 1 quarter.
Regal Investment Advisors's Lumentum position peaked at $0 in Q3 2015.
183 funds tracked by Wall St. Rank held Lumentum as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.