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LITE icon

Wealthfront’s Lumentum LITE Stock Holding History

Wealthfront’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
-6
Closed – – 715
2015
Q3 		$0 Buy
+6
New +$114 ﹤0.01% 1357

Other funds holding LITE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Franklin Resources
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

Wealthfront's LITE Position: Q4 2015 in Review

Wealthfront sold out of Lumentum (LITE) in Q4 2015, closing a stake of 6 shares.

Wealthfront 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.

  • Wealthfront reported no remaining Lumentum position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 6 Lumentum shares in Q4 2015.
  • Wealthfront first reported a position in Lumentum in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Lumentum position peaked at $0 in Q3 2015.
  • 183 funds tracked by Wall St. Rank held Lumentum as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.