IPC
LUX

Independent Portfolio Consultants’s Luxottica Group LUX Stock Holding History

Independent Portfolio Consultants’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
-365
Closed -$20K – 870
2017
Q1 		$20K Sell
365
-175
-32% -$9.34K 0.01% 660
2016
Q4 		$29K Hold
540
– – 0.01% 595
2016
Q3 		$26K Buy
540
+175
+48% +$8.49K 0.01% 618
2016
Q2 		$18K Buy
+365
New +$19.6K 0.01% 654

Other funds holding LUX

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $424B AUM 22.96% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Independent Portfolio Consultants's LUX Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 365 shares — an estimated $20K sold.

Independent Portfolio Consultants first reported a position in LUX in Q2 2016 and held it in 4 quarters. The position peaked at $29K in Q4 2016. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 365 Luxottica Group shares in Q2 2017, an estimated $20K.
  • Independent Portfolio Consultants first reported a position in Luxottica Group in Q2 2016 and held it in 4 quarters.
  • Independent Portfolio Consultants's Luxottica Group position peaked at $29K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.