NFG
LUX

Next Financial Group’s Luxottica Group LUX Stock Holding History

Next Financial Group’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
-50
Closed -$3K – 2037
2017
Q1 		$3K Hold
50
– – ﹤0.01% 1662
2016
Q4 		$3K Hold
50
– – ﹤0.01% 2129
2016
Q3 		$2K Hold
50
– – ﹤0.01% 2223
2016
Q2 		$2K Hold
50
– – ﹤0.01% 1629
2016
Q1 		$2K Hold
50
– – ﹤0.01% 1592
2015
Q4 		$3K Sell
50
-100
-67% -$6.79K ﹤0.01% 1558
2015
Q3 		$10K Hold
150
– – ﹤0.01% 1231
2015
Q2 		$9K Hold
150
– – ﹤0.01% 1322
2015
Q1 		$9K Hold
150
– – ﹤0.01% 1311
2014
Q4 		$8K Hold
150
– – ﹤0.01% 1359
2014
Q3 		$8K Buy
+150
New +$8.06K ﹤0.01% 1899

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

Next Financial Group's LUX Position: Q2 2017 in Review

Next Financial Group sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 50 shares — an estimated $3K sold.

Next Financial Group first reported a position in LUX in Q3 2014 and held it in 11 quarters. The position peaked at $10K in Q3 2015. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Next Financial Group reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 50 Luxottica Group shares in Q2 2017, an estimated $3K.
  • Next Financial Group first reported a position in Luxottica Group in Q3 2014 and held it in 11 quarters.
  • Next Financial Group's Luxottica Group position peaked at $10K in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.