KFS
LUX

KMS Financial Services’s Luxottica Group LUX Stock Holding History

KMS Financial Services’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
2014
Q3 		$257K Buy
4,937
+350
+8% +$18.8K 0.04% 415
2014
Q2 		$266K Sell
4,587
-1,037
-18% -$58.8K 0.04% 418
2014
Q1 		$324K Buy
+5,624
New +$302K 0.05% 356

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
DCLA
Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

KMS Financial Services's LUX Position: Q3 2014 in Review

KMS Financial Services increased its Luxottica Group (LUX) stake by 7.6% in Q3 2014, buying an estimated $18.8K and bringing the position to 4,937 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #415.

KMS Financial Services first reported a position in LUX in Q1 2014 and has held it in 3 quarters since. The position peaked at $324K in Q1 2014. 109 funds tracked by Wall St. Rank hold LUX as of Q3 2014.

  • KMS Financial Services held 4,937 shares of Luxottica Group worth $257K as of Q3 2014.
  • KMS Financial Services bought 350 Luxottica Group shares in Q3 2014, an estimated $18.8K.
  • Luxottica Group made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #415 holding.
  • KMS Financial Services first reported a position in Luxottica Group in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Luxottica Group position peaked at $324K in Q1 2014.
  • 109 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.