CIM
LUX

Calvert Investment Management’s Luxottica Group LUX Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-10,706
Closed -$575K – 750
2016
Q4 		$575K Sell
10,706
-67
-0.6% -$3.39K 0.02% 515
2016
Q3 		$515K Sell
10,773
-810
-7% -$39.3K 0.02% 524
2016
Q2 		$566K Hold
11,583
– – 0.02% 476
2016
Q1 		$637K Hold
11,583
– – 0.03% 428
2015
Q4 		$751K Sell
11,583
-60
-0.5% -$4.07K 0.03% 349
2015
Q3 		$807K Hold
11,643
– – 0.04% 261
2015
Q2 		$774K Buy
11,643
+5,638
+94% +$374K 0.03% 284
2015
Q1 		$377K Hold
6,005
– – 0.02% 430
2014
Q4 		$327K Buy
6,005
+152
+3% +$7.83K 0.02% 438
2014
Q3 		$305K Sell
5,853
-5,462
-48% -$294K 0.02% 443
2014
Q2 		$656K Buy
11,315
+275
+2% +$15.6K 0.04% 205
2014
Q1 		$637K Sell
11,040
-1,772
-14% -$95K 0.05% 201
2013
Q4 		$691K Hold
12,812
– – 0.05% 202
2013
Q3 		$674K Hold
12,812
– – 0.08% 188
2013
Q2 		$648K Buy
+12,812
New +$663K 0.09% 176

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Calvert Investment Management's LUX Position: Q1 2017 in Review

Calvert Investment Management sold out of Luxottica Group (LUX) in Q1 2017, closing a stake of 10,706 shares — an estimated $575K sold.

Calvert Investment Management first reported a position in LUX in Q2 2013 and held it in 15 quarters. The position peaked at $807K in Q3 2015. 135 funds tracked by Wall St. Rank hold LUX as of Q1 2017.

  • Calvert Investment Management reported no remaining Luxottica Group position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 10,706 Luxottica Group shares in Q1 2017, an estimated $575K.
  • Calvert Investment Management first reported a position in Luxottica Group in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Luxottica Group position peaked at $807K in Q3 2015.
  • 135 funds tracked by Wall St. Rank held Luxottica Group as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.