MJRIC
LUX

Mogy Joel R Investment Counsel’s Luxottica Group LUX Stock Holding History

Mogy Joel R Investment Counsel’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
-3,900
Closed -$215K – 129
2017
Q1 		$215K Hold
3,900
– – 0.04% 120
2016
Q4 		$209K Buy
+3,900
New +$198K 0.04% 123
2016
Q3 		– Sell
-166,910
Closed -$8.15M – 128
2016
Q2 		$8.15M Sell
166,910
-3,115
-2% -$167K 1.51% 26
2016
Q1 		$9.35M Buy
170,025
+153,132
+906% +$8.88M 1.73% 24
2015
Q4 		$11K Sell
16,893
-145,967
-90% -$9.91M 2.06% 17
2015
Q3 		$11.3M Buy
162,860
+4,800
+3% +$332K 2.23% 15
2015
Q2 		$10.5M Buy
158,060
+9,550
+6% +$633K 1.99% 18
2015
Q1 		$9.32M Buy
148,510
+8,025
+6% +$479K 1.75% 20
2014
Q4 		$7.65M Buy
140,485
+3,760
+3% +$194K 1.45% 24
2014
Q3 		$7.12M Buy
136,725
+7,175
+6% +$386K 1.44% 24
2014
Q2 		$7.51M Buy
129,550
+29,910
+30% +$1.69M 1.51% 21
2014
Q1 		$5.75M Buy
99,640
+6,975
+8% +$374K 1.2% 28
2013
Q4 		$5M Buy
92,665
+5,425
+6% +$281K 1.06% 35
2013
Q3 		$4.59M Buy
87,240
+7,240
+9% +$385K 1.05% 34
2013
Q2 		$4.04M Buy
+80,000
New +$4.14M 0.98% 37

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 $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
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 $424B AUM 22.96% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Mogy Joel R Investment Counsel's LUX Position: Q2 2017 in Review

Mogy Joel R Investment Counsel sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 3,900 shares — an estimated $215K sold.

Mogy Joel R Investment Counsel first reported a position in LUX in Q2 2013 and held it in 15 quarters. The position peaked at $11.3M in Q3 2015. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Mogy Joel R Investment Counsel reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 3,900 Luxottica Group shares in Q2 2017, an estimated $215K.
  • Mogy Joel R Investment Counsel first reported a position in Luxottica Group in Q2 2013 and held it in 15 quarters.
  • Mogy Joel R Investment Counsel's Luxottica Group position peaked at $11.3M in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2017, filed 4 Aug 2017.