FAM
LUX

Formidable Asset Management’s Luxottica Group LUX Stock Holding History

Formidable Asset 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
Q4 		– Sell
-4,650
Closed -$260K – 225
2017
Q3 		$260K Buy
+4,650
New +$260K 0.11% 162

Other funds holding LUX

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
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Formidable Asset Management's LUX Position: Q4 2017 in Review

Formidable Asset Management sold out of Luxottica Group (LUX) in Q4 2017, closing a stake of 4,650 shares — an estimated $260K sold.

Formidable Asset Management first reported a position in LUX in Q3 2017 and held it in 1 quarter. The position peaked at $260K in Q3 2017. 27 funds tracked by Wall St. Rank hold LUX as of Q4 2017.

  • Formidable Asset Management reported no remaining Luxottica Group position as of Q4 2017 after selling out during the quarter.
  • Formidable Asset Management sold 4,650 Luxottica Group shares in Q4 2017, an estimated $260K.
  • Formidable Asset Management first reported a position in Luxottica Group in Q3 2017 and held it in 1 quarter.
  • Formidable Asset Management's Luxottica Group position peaked at $260K in Q3 2017.
  • 27 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2017.

Based on Formidable Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.