LWM
LUX

Lenox Wealth Management’s Luxottica Group LUX Stock Holding History

Lenox 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
2018
Q4 		– Sell
-403
Closed -$7K – 713
2018
Q3 		$7K Buy
+403
New +$7K ﹤0.01% 462

Other funds holding LUX

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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Lenox Wealth Management's LUX Position: Q4 2018 in Review

Lenox Wealth Management sold out of Luxottica Group (LUX) in Q4 2018, closing a stake of 403 shares — an estimated $7K sold.

Lenox Wealth Management first reported a position in LUX in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 18 funds tracked by Wall St. Rank hold LUX as of Q4 2018.

  • Lenox Wealth Management reported no remaining Luxottica Group position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 403 Luxottica Group shares in Q4 2018, an estimated $7K.
  • Lenox Wealth Management first reported a position in Luxottica Group in Q3 2018 and held it in 1 quarter.
  • Lenox Wealth Management's Luxottica Group position peaked at $7K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.