EWM
LUX

Evercore Wealth Management’s Luxottica Group LUX Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-1,952
Closed -$136K – 1099
2015
Q3 		$136K Hold
1,952
– – 0.01% 447
2015
Q2 		$130K Hold
1,952
– – 0.01% 488
2015
Q1 		$122K Sell
1,952
-571
-23% -$34.1K 0.01% 500
2014
Q4 		$138K Sell
2,523
-741
-23% -$38.1K 0.01% 414
2014
Q3 		$170K Hold
3,264
– – 0.01% 426
2014
Q2 		$189K Hold
3,264
– – 0.01% 398
2014
Q1 		$188K Buy
+3,264
New +$175K 0.01% 387
2013
Q4 		– Sell
-75
Closed -$4K – 1023
2013
Q3 		$4K Buy
+75
New +$3.99K ﹤0.01% 920

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Evercore Wealth Management's LUX Position: Q4 2015 in Review

Evercore Wealth Management sold out of Luxottica Group (LUX) in Q4 2015, closing a stake of 1,952 shares — an estimated $136K sold.

Evercore Wealth Management first reported a position in LUX in Q3 2013 and held it in 8 quarters. The position peaked at $189K in Q2 2014. 126 funds tracked by Wall St. Rank hold LUX as of Q4 2015.

  • Evercore Wealth Management reported no remaining Luxottica Group position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,952 Luxottica Group shares in Q4 2015, an estimated $136K.
  • Evercore Wealth Management first reported a position in Luxottica Group in Q3 2013 and held it in 8 quarters.
  • Evercore Wealth Management's Luxottica Group position peaked at $189K in Q2 2014.
  • 126 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.