WAM
LITE icon

Watermark Asset Management’s Lumentum LITE Stock Holding History

Watermark Asset Management’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
2018
Q4 		$1K Buy
+12
New +$591 ﹤0.01% 261

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Watermark Asset Management's LITE Position: Q4 2018 in Review

Watermark Asset Management opened a new position in Lumentum (LITE) in Q4 2018: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings.

366 funds tracked by Wall St. Rank hold LITE as of Q4 2018.

  • Watermark Asset Management held 12 shares of Lumentum worth $1K as of Q4 2018.
  • Lumentum was a new Watermark Asset Management position in Q4 2018.
  • Lumentum made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #261 holding.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.