Westover Capital Advisors’s Lumentum LITE Stock Holding History

Westover Capital 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
2018 Q4	–	Sell	-36,634	Closed	-$2.2M	–	127
2018 Q3	$2.2M	Buy	+36,634	New	+$2.19M	1.11%	33

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

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

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westover Capital Advisors's LITE Position: Q4 2018 in Review

Westover Capital Advisors sold out of Lumentum (LITE) in Q4 2018, closing a stake of 36,634 shares — an estimated $2.2M sold.

Westover Capital Advisors first reported a position in LITE in Q3 2018 and held it in 1 quarter. The position peaked at $2.2M in Q3 2018. 366 funds tracked by Wall St. Rank hold LITE as of Q4 2018.

Westover Capital Advisors reported no remaining Lumentum position as of Q4 2018 after selling out during the quarter.
Westover Capital Advisors sold 36,634 Lumentum shares in Q4 2018, an estimated $2.2M.
Westover Capital Advisors first reported a position in Lumentum in Q3 2018 and held it in 1 quarter.
Westover Capital Advisors's Lumentum position peaked at $2.2M in Q3 2018.
366 funds tracked by Wall St. Rank held Lumentum as of Q4 2018.

Based on Westover Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.