LNWWM
LUX

Laird Norton Wetherby Wealth Management’s Luxottica Group LUX Stock Holding History

Laird Norton Wetherby Wealth Management’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
-9,835
Closed -$542K – 591
2017
Q1 		$542K Buy
9,835
+165
+2% +$8.81K 0.1% 263
2016
Q4 		$520K Buy
9,670
+1,007
+12% +$51K 0.1% 260
2016
Q3 		$414K Sell
8,663
-791
-8% -$38.4K 0.08% 303
2016
Q2 		$462K Sell
9,454
-438
-4% -$23.5K 0.1% 239
2016
Q1 		$544K Sell
9,892
-358
-3% -$20.8K 0.13% 196
2015
Q4 		$665K Sell
10,250
-124
-1% -$8.42K 0.16% 145
2015
Q3 		$719K Buy
10,374
+543
+6% +$37.6K 0.18% 121
2015
Q2 		$653K Buy
9,831
+30
+0.3% +$1.99K 0.16% 152
2015
Q1 		$615K Buy
9,801
+76
+0.8% +$4.53K 0.15% 160
2014
Q4 		$530K Buy
9,725
+1,008
+12% +$51.9K 0.13% 178
2014
Q3 		$454K Buy
8,717
+794
+10% +$42.7K 0.13% 196
2014
Q2 		$459K Sell
7,923
-625
-7% -$35.4K 0.13% 195
2014
Q1 		$493K Sell
8,548
-104
-1% -$5.58K 0.14% 180
2013
Q4 		$467K Sell
8,652
-71
-0.8% -$3.68K 0.13% 192
2013
Q3 		$458K Buy
8,723
+302
+4% +$16.1K 0.14% 179
2013
Q2 		$426K Buy
+8,421
New +$436K 0.15% 163

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

Laird Norton Wetherby Wealth Management's LUX Position: Q2 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 9,835 shares — an estimated $542K sold.

Laird Norton Wetherby Wealth Management first reported a position in LUX in Q2 2013 and held it in 16 quarters. The position peaked at $719K in Q3 2015. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 9,835 Luxottica Group shares in Q2 2017, an estimated $542K.
  • Laird Norton Wetherby Wealth Management first reported a position in Luxottica Group in Q2 2013 and held it in 16 quarters.
  • Laird Norton Wetherby Wealth Management's Luxottica Group position peaked at $719K in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2017, filed 2 Aug 2017.