Morgan Stanley
LUX

Morgan Stanley’s Luxottica Group LUX Stock Holding History

Morgan Stanley’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
-31,203
Closed -$1.72M – 6758
2017
Q1 		$1.72M Sell
31,203
-33,034
-51% -$1.76M ﹤0.01% 3941
2016
Q4 		$3.45M Sell
64,237
-45,629
-42% -$2.31M ﹤0.01% 3381
2016
Q3 		$5.25M Sell
109,866
-21,641
-16% -$1.05M ﹤0.01% 2608
2016
Q2 		$6.43M Sell
131,507
-26,121
-17% -$1.4M ﹤0.01% 2374
2016
Q1 		$8.67M Sell
157,628
-14,934
-9% -$866K ﹤0.01% 1987
2015
Q4 		$11.2M Buy
172,562
+6,537
+4% +$444K ﹤0.01% 1877
2015
Q3 		$11.5M Sell
166,025
-1,510
-0.9% -$104K ﹤0.01% 1821
2015
Q2 		$11.1M Buy
167,535
+4,737
+3% +$314K ﹤0.01% 2004
2015
Q1 		$10.2M Buy
162,798
+18,911
+13% +$1.13M ﹤0.01% 2035
2014
Q4 		$7.84M Buy
143,887
+5,860
+4% +$302K ﹤0.01% 2305
2014
Q3 		$7.19M Buy
138,027
+11,469
+9% +$616K ﹤0.01% 2322
2014
Q2 		$7.34M Buy
126,558
+13,534
+12% +$767K ﹤0.01% 2307
2014
Q1 		$6.52M Buy
113,024
+9,911
+10% +$531K ﹤0.01% 2335
2013
Q4 		$5.56M Buy
103,113
+14,516
+16% +$753K ﹤0.01% 2473
2013
Q3 		$4.66M Buy
88,597
+3,496
+4% +$186K ﹤0.01% 2491
2013
Q2 		$4.3M Buy
+85,101
New +$4.4M ﹤0.01% 2474

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

Morgan Stanley's LUX Position: Q2 2017 in Review

Morgan Stanley sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 31,203 shares — an estimated $1.72M sold.

Morgan Stanley first reported a position in LUX in Q2 2013 and held it in 16 quarters. The position peaked at $11.5M in Q3 2015. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Morgan Stanley reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Morgan Stanley sold 31,203 Luxottica Group shares in Q2 2017, an estimated $1.72M.
  • Morgan Stanley first reported a position in Luxottica Group in Q2 2013 and held it in 16 quarters.
  • Morgan Stanley's Luxottica Group position peaked at $11.5M in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Morgan Stanley's 13F filing for Q2 2017, filed 11 Aug 2017.