Loring Wolcott & Coolidge Fiduciary Advisors’s Luxottica Group LUX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-850	Closed	-$47K	–	674
2017 Q1	$47K	Hold	850	–	–	﹤0.01%	421
2016 Q4	$46K	Hold	850	–	–	﹤0.01%	402
2016 Q3	$41K	Hold	850	–	–	﹤0.01%	416
2016 Q2	$42K	Hold	850	–	–	﹤0.01%	410
2016 Q1	$47K	Buy	850 +150	+21%	+$8.7K	﹤0.01%	402
2015 Q4	$45K	Hold	700	–	–	﹤0.01%	435
2015 Q3	$47K	Hold	700	–	–	﹤0.01%	424
2015 Q2	$47K	Hold	700	–	–	﹤0.01%	424
2015 Q1	$44K	Hold	700	–	–	﹤0.01%	448
2014 Q4	$38K	Hold	700	–	–	﹤0.01%	464
2014 Q3	$36K	Hold	700	–	–	﹤0.01%	447
2014 Q2	$41K	Hold	700	–	–	﹤0.01%	452
2014 Q1	$40K	Hold	700	–	–	﹤0.01%	431
2013 Q4	$38K	Hold	700	–	–	﹤0.01%	416
2013 Q3	$37K	Hold	700	–	–	﹤0.01%	392
2013 Q2	$35K	Buy	+700	New	+$36.2K	﹤0.01%	430

Other funds holding LUX

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECM

Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LUX Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 850 shares — an estimated $47K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LUX in Q2 2013 and held it in 16 quarters. The position peaked at $47K in Q1 2017. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 850 Luxottica Group shares in Q2 2017, an estimated $47K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Luxottica Group in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Luxottica Group position peaked at $47K in Q1 2017.
48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.