Wealthspire Advisors (Maryland)’s Lumentum LITE Stock Holding History

Wealthspire Advisors (Maryland)’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	-101	Closed	-$6K	–	1315
2019 Q1	$6K	Buy	101 +32	+46%	+$1.53K	﹤0.01%	1755
2018 Q4	$3K	Sell	69 -73	-51%	-$3.6K	﹤0.01%	1960
2018 Q3	$9K	Sell	142 -16	-10%	-$957	﹤0.01%	1563
2018 Q2	$9K	Sell	158 -157	-50%	-$9.36K	﹤0.01%	1585
2018 Q1	$20K	Buy	315 +52	+20%	+$2.98K	﹤0.01%	1301
2017 Q4	$13K	Buy	263 +33	+14%	+$1.84K	﹤0.01%	1484
2017 Q3	$13K	Buy	230 +114	+98%	+$6.63K	﹤0.01%	1475
2017 Q2	$7K	Hold	116	–	–	﹤0.01%	1661
2017 Q1	$6K	Hold	116	–	–	﹤0.01%	1488
2016 Q4	$4K	Hold	116	–	–	﹤0.01%	1421
2016 Q3	$5K	Hold	116	–	–	﹤0.01%	1388
2016 Q2	$3K	Sell	116 -43	-27%	-$1.06K	﹤0.01%	1437
2016 Q1	$4K	Buy	159 +43	+37%	+$993	﹤0.01%	1394
2015 Q4	$3K	Buy	+116	New	+$2.06K	﹤0.01%	1463

Other funds holding LITE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s LITE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lumentum (LITE) in Q2 2019, closing a stake of 101 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in LITE in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q1 2018. 340 funds tracked by Wall St. Rank hold LITE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Lumentum position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 101 Lumentum shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Lumentum in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Lumentum position peaked at $20K in Q1 2018.
340 funds tracked by Wall St. Rank held Lumentum as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.