GT
LUX

Greenleaf Trust’s Luxottica Group LUX Stock Holding History

Greenleaf Trust’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
-5,094
Closed -$280K – 393
2017
Q1 		$280K Buy
+5,094
New +$272K 0.01% 233
2015
Q4 		– Sell
-3,000
Closed -$208K – 193
2015
Q3 		$208K Buy
+3,000
New +$208K 0.01% 170
2014
Q1 		– Sell
-11,700
Closed -$631K – 171
2013
Q4 		$631K Hold
11,700
– – 0.02% 104
2013
Q3 		$615K Hold
11,700
– – 0.02% 100
2013
Q2 		$592K Buy
+11,700
New +$606K 0.02% 102

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

Greenleaf Trust's LUX Position: Q2 2017 in Review

Greenleaf Trust sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 5,094 shares — an estimated $280K sold.

Greenleaf Trust first reported a position in LUX in Q2 2013 and held it in 5 quarters. The position peaked at $631K in Q4 2013. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Greenleaf Trust reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Greenleaf Trust sold 5,094 Luxottica Group shares in Q2 2017, an estimated $280K.
  • Greenleaf Trust first reported a position in Luxottica Group in Q2 2013 and held it in 5 quarters.
  • Greenleaf Trust's Luxottica Group position peaked at $631K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Greenleaf Trust's 13F filing for Q2 2017, filed 24 Jul 2017.