PWM
LUX

Perigon Wealth Management’s Luxottica Group LUX Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-126
Closed -$7K – 742
2016
Q4 		$7K Buy
126
+21
+20% +$1.06K ﹤0.01% 615
2016
Q3 		$5K Buy
+105
New +$5.09K ﹤0.01% 571

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Perigon Wealth Management's LUX Position: Q1 2017 in Review

Perigon Wealth Management sold out of Luxottica Group (LUX) in Q1 2017, closing a stake of 126 shares — an estimated $7K sold.

Perigon Wealth Management first reported a position in LUX in Q3 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 135 funds tracked by Wall St. Rank hold LUX as of Q1 2017.

  • Perigon Wealth Management reported no remaining Luxottica Group position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 126 Luxottica Group shares in Q1 2017, an estimated $7K.
  • Perigon Wealth Management first reported a position in Luxottica Group in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Luxottica Group position peaked at $7K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Luxottica Group as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.