KT
LUX

Kanaly Trust’s Luxottica Group LUX Stock Holding History

Kanaly 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
2016
Q1 		– Sell
-40
Closed -$3K – 961
2015
Q4 		$3K Sell
40
-1
-2% -$68 ﹤0.01% 768
2015
Q3 		$3K Sell
41
-1
-2% -$69 ﹤0.01% 744
2015
Q2 		$3K Sell
42
-3
-7% -$199 ﹤0.01% 748
2015
Q1 		$3K Sell
45
-2
-4% -$119 ﹤0.01% 591
2014
Q4 		$3K Sell
47
-3
-6% -$154 ﹤0.01% 598
2014
Q3 		$3K Hold
50
– – ﹤0.01% 664
2014
Q2 		$3K Sell
50
-2
-4% -$113 ﹤0.01% 619
2014
Q1 		$3K Sell
52
-148
-74% -$7.93K ﹤0.01% 621
2013
Q4 		$11K Buy
+200
New +$10.4K ﹤0.01% 451

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Kanaly Trust's LUX Position: Q1 2016 in Review

Kanaly Trust sold out of Luxottica Group (LUX) in Q1 2016, closing a stake of 40 shares — an estimated $3K sold.

Kanaly Trust first reported a position in LUX in Q4 2013 and held it in 9 quarters. The position peaked at $11K in Q4 2013. 114 funds tracked by Wall St. Rank hold LUX as of Q1 2016.

  • Kanaly Trust reported no remaining Luxottica Group position as of Q1 2016 after selling out during the quarter.
  • Kanaly Trust sold 40 Luxottica Group shares in Q1 2016, an estimated $3K.
  • Kanaly Trust first reported a position in Luxottica Group in Q4 2013 and held it in 9 quarters.
  • Kanaly Trust's Luxottica Group position peaked at $11K in Q4 2013.
  • 114 funds tracked by Wall St. Rank held Luxottica Group as of Q1 2016.

Based on Kanaly Trust's 13F filing for Q1 2016, filed 13 Apr 2016.