OWP
LUX

Obermeyer Wealth Partners’s Luxottica Group LUX Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-200
Closed -$10K – 334
2013
Q2 		$10K Buy
+200
New +$10.4K ﹤0.01% 273

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCLA
Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Obermeyer Wealth Partners's LUX Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Luxottica Group (LUX) in Q3 2013, closing a stake of 200 shares — an estimated $10K sold.

Obermeyer Wealth Partners first reported a position in LUX in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 126 funds tracked by Wall St. Rank hold LUX as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Luxottica Group position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 200 Luxottica Group shares in Q3 2013, an estimated $10K.
  • Obermeyer Wealth Partners first reported a position in Luxottica Group in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Luxottica Group position peaked at $10K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.