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WealthBridge Capital Management’s Lumentum LITE Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-127
Closed -$8K – 536
2019
Q1 		$8K Buy
127
+32
+34% +$1.53K 0.01% 608
2018
Q4 		$4K Buy
+95
New +$4.68K ﹤0.01% 690

Other funds holding LITE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthBridge Capital Management's LITE Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Lumentum (LITE) in Q2 2019, closing a stake of 127 shares — an estimated $8K sold.

WealthBridge Capital Management first reported a position in LITE in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 340 funds tracked by Wall St. Rank hold LITE as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Lumentum position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 127 Lumentum shares in Q2 2019, an estimated $8K.
  • WealthBridge Capital Management first reported a position in Lumentum in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Lumentum position peaked at $8K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held Lumentum as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.