Burt Wealth Advisors’s Luxottica Group LUX Stock Holding History

Burt Wealth Advisors’s Portfolio LUX Stock Details LUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-105	Closed	-$7K	–	547
2015 Q3	$7K	Buy	+105	New	+$7.27K	0.01%	293

Other funds holding LUX

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

DCLA

Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Burt Wealth Advisors's LUX Position: Q4 2015 in Review

Burt Wealth Advisors sold out of Luxottica Group (LUX) in Q4 2015, closing a stake of 105 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in LUX in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 126 funds tracked by Wall St. Rank hold LUX as of Q4 2015.

Burt Wealth Advisors reported no remaining Luxottica Group position as of Q4 2015 after selling out during the quarter.
Burt Wealth Advisors sold 105 Luxottica Group shares in Q4 2015, an estimated $7K.
Burt Wealth Advisors first reported a position in Luxottica Group in Q3 2015 and held it in 1 quarter.
Burt Wealth Advisors's Luxottica Group position peaked at $7K in Q3 2015.
126 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2015.

Based on Burt Wealth Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.