Creative Planning
LUX

Creative Planning’s Luxottica Group LUX Stock Holding History

Creative Planning’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
Q2 		– Sell
-589
Closed -$32K – 5048
2017
Q1 		$32K Sell
589
-94
-14% -$5.02K ﹤0.01% 2804
2016
Q4 		$37K Buy
683
+383
+128% +$19.4K ﹤0.01% 2645
2016
Q3 		$14K Hold
300
– – ﹤0.01% 3304
2016
Q2 		$15K Hold
300
– – ﹤0.01% 3002
2016
Q1 		$17K Hold
300
– – ﹤0.01% 2892
2015
Q4 		$19K Sell
300
-100
-25% -$6.79K ﹤0.01% 2904
2015
Q3 		$28K Buy
+400
New +$27.7K ﹤0.01% 2481
2015
Q2 		– Sell
-500
Closed -$31K – 3744
2015
Q1 		$31K Sell
500
-600
-55% -$35.8K ﹤0.01% 2389
2014
Q4 		$60K Buy
1,100
+390
+55% +$20.1K ﹤0.01% 1887
2014
Q3 		$37K Buy
710
+81
+13% +$4.35K ﹤0.01% 2142
2014
Q2 		$36K Sell
629
-81
-11% -$4.59K ﹤0.01% 2114
2014
Q1 		$41K Buy
710
+100
+16% +$5.36K ﹤0.01% 1937
2013
Q4 		$33K Buy
610
+10
+2% +$519 ﹤0.01% 1893
2013
Q3 		$32K Buy
600
+22
+4% +$1.17K ﹤0.01% 1811
2013
Q2 		$29K Buy
+578
New +$29.9K ﹤0.01% 1706

Other funds holding LUX

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
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
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Creative Planning's LUX Position: Q2 2017 in Review

Creative Planning sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 589 shares — an estimated $32K sold.

Creative Planning first reported a position in LUX in Q2 2013 and held it in 15 quarters. The position peaked at $60K in Q4 2014. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Creative Planning reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 589 Luxottica Group shares in Q2 2017, an estimated $32K.
  • Creative Planning first reported a position in Luxottica Group in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Luxottica Group position peaked at $60K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.