IA
LUX

IFP Advisors’s Luxottica Group LUX Stock Holding History

IFP 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
Q3 		– Sell
-1,183
Closed -$69K – 4388
2017
Q2 		$69K Sell
1,183
-29
-2% -$1.69K ﹤0.01% 1763
2017
Q1 		$67K Hold
1,212
– – ﹤0.01% 1748
2016
Q4 		$65K Buy
1,212
+1,144
+1,682% +$58K ﹤0.01% 1734
2016
Q3 		$3K Sell
68
-82
-55% -$3.98K ﹤0.01% 3527
2016
Q2 		$7K Buy
+150
New +$8.06K ﹤0.01% 2988
2016
Q1 		– Sell
-100
Closed -$6K – 4066
2015
Q4 		$6K Buy
+100
New +$6.79K ﹤0.01% 2920

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

IFP Advisors's LUX Position: Q3 2017 in Review

IFP Advisors sold out of Luxottica Group (LUX) in Q3 2017, closing a stake of 1,183 shares — an estimated $69K sold.

IFP Advisors first reported a position in LUX in Q4 2015 and held it in 6 quarters. The position peaked at $69K in Q2 2017. 27 funds tracked by Wall St. Rank hold LUX as of Q3 2017.

  • IFP Advisors reported no remaining Luxottica Group position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 1,183 Luxottica Group shares in Q3 2017, an estimated $69K.
  • IFP Advisors first reported a position in Luxottica Group in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Luxottica Group position peaked at $69K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.