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YorkBridge Wealth Partners’s Lumentum LITE Stock Holding History

YorkBridge Wealth Partners’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
Q2 		– Sell
-466
Closed -$30K – 859
2018
Q1 		$30K Buy
466
+71
+18% +$4.07K 0.01% 434
2017
Q4 		$17K Buy
+395
New +$22K 0.01% 561

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

YorkBridge Wealth Partners's LITE Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Lumentum (LITE) in Q2 2018, closing a stake of 466 shares — an estimated $30K sold.

YorkBridge Wealth Partners first reported a position in LITE in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 353 funds tracked by Wall St. Rank hold LITE as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Lumentum position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 466 Lumentum shares in Q2 2018, an estimated $30K.
  • YorkBridge Wealth Partners first reported a position in Lumentum in Q4 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Lumentum position peaked at $30K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held Lumentum as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.