JMPWA
LUX

JP Morgan Private Wealth Advisors’s Luxottica Group LUX Stock Holding History

JP Morgan Private Wealth 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
Q2 		– Sell
-8,817
Closed -$485K – 1411
2017
Q1 		$485K Sell
8,817
-5,789
-40% -$309K ﹤0.01% 870
2016
Q4 		$784K Buy
14,606
+7,886
+117% +$399K 0.01% 668
2016
Q3 		$322K Buy
6,720
+1,400
+26% +$67.9K ﹤0.01% 963
2016
Q2 		$260K Buy
5,320
+292
+6% +$15.7K ﹤0.01% 1043
2016
Q1 		$277K Buy
5,028
+814
+19% +$47.2K ﹤0.01% 987
2015
Q4 		$273K Sell
4,214
-1,773
-30% -$120K ﹤0.01% 907
2015
Q3 		$415K Sell
5,987
-324
-5% -$22.4K 0.01% 678
2015
Q2 		$419K Buy
6,311
+137
+2% +$9.08K ﹤0.01% 737
2015
Q1 		$387K Sell
6,174
-15
-0.2% -$895 ﹤0.01% 799
2014
Q4 		$337K Sell
6,189
-1,009
-14% -$51.9K ﹤0.01% 836
2014
Q3 		$375K Buy
+7,198
New +$387K ﹤0.01% 779

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

JP Morgan Private Wealth Advisors's LUX Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 8,817 shares — an estimated $485K sold.

JP Morgan Private Wealth Advisors first reported a position in LUX in Q3 2014 and held it in 11 quarters. The position peaked at $784K in Q4 2016. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,817 Luxottica Group shares in Q2 2017, an estimated $485K.
  • JP Morgan Private Wealth Advisors first reported a position in Luxottica Group in Q3 2014 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Luxottica Group position peaked at $784K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.