Dimensional Fund Advisors
LUX

Dimensional Fund Advisors’s Luxottica Group LUX Stock Holding History

Dimensional Fund 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
2017
Q2 		– Sell
-22,172
Closed -$1.22M – 3344
2017
Q1 		$1.22M Hold
22,172
– – ﹤0.01% 2936
2016
Q4 		$1.19M Sell
22,172
-500
-2% -$25.3K ﹤0.01% 2929
2016
Q3 		$1.08M Hold
22,672
– – ﹤0.01% 2918
2016
Q2 		$1.11M Hold
22,672
– – ﹤0.01% 2898
2016
Q1 		$1.25M Hold
22,672
– – ﹤0.01% 2880
2015
Q4 		$1.47M Hold
22,672
– – ﹤0.01% 2877
2015
Q3 		$1.57M Hold
22,672
– – ﹤0.01% 2885
2015
Q2 		$1.51M Sell
22,672
-245
-1% -$16.2K ﹤0.01% 2923
2015
Q1 		$1.44M Buy
22,917
+147
+0.6% +$8.77K ﹤0.01% 2905
2014
Q4 		$1.24M Sell
22,770
-147
-0.6% -$7.57K ﹤0.01% 2964
2014
Q3 		$1.19M Hold
22,917
– – ﹤0.01% 2964
2014
Q2 		$1.33M Hold
22,917
– – ﹤0.01% 2968
2014
Q1 		$1.32M Buy
22,917
+228
+1% +$12.2K ﹤0.01% 2973
2013
Q4 		$1.22M Sell
22,689
-410
-2% -$21.3K ﹤0.01% 2987
2013
Q3 		$1.21M Buy
23,099
+200
+0.9% +$10.6K ﹤0.01% 2998
2013
Q2 		$1.16M Buy
+22,899
New +$1.19M ﹤0.01% 2981

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

Dimensional Fund Advisors's LUX Position: Q2 2017 in Review

Dimensional Fund Advisors sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 22,172 shares — an estimated $1.22M sold.

Dimensional Fund Advisors first reported a position in LUX in Q2 2013 and held it in 16 quarters. The position peaked at $1.57M in Q3 2015. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Dimensional Fund Advisors reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 22,172 Luxottica Group shares in Q2 2017, an estimated $1.22M.
  • Dimensional Fund Advisors first reported a position in Luxottica Group in Q2 2013 and held it in 16 quarters.
  • Dimensional Fund Advisors's Luxottica Group position peaked at $1.57M in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Dimensional Fund Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.