PMFA
LUX

Plante Moran Financial Advisors’s Luxottica Group LUX Stock Holding History

Plante Moran Financial Advisors’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
2014
Q3 		– Sell
-24
Closed -$1K – 890
2014
Q2 		$1K Hold
24
– – ﹤0.01% 817
2014
Q1 		$1K Hold
24
– – ﹤0.01% 604
2013
Q4 		$1K Hold
24
– – ﹤0.01% 677
2013
Q3 		$1K Buy
+24
New +$1.28K ﹤0.01% 618

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCLA
Douglas C. Lane & Associates New York $3.69B AUM 0.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Plante Moran Financial Advisors's LUX Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Luxottica Group (LUX) in Q3 2014, closing a stake of 24 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in LUX in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 109 funds tracked by Wall St. Rank hold LUX as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Luxottica Group position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 24 Luxottica Group shares in Q3 2014, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Luxottica Group in Q3 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Luxottica Group position peaked at $1K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.