RIL
LUX

Rothschild Investment LLC’s Luxottica Group LUX Stock Holding History

Rothschild Investment LLC’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
-6,200
Closed -$359K – 516
2014
Q2 		$359K Hold
6,200
– – 0.05% 317
2014
Q1 		$357K Sell
6,200
-350
-5% -$18.8K 0.05% 315
2013
Q4 		$353K Buy
6,550
+800
+14% +$41.5K 0.05% 316
2013
Q3 		$302K Buy
+5,750
New +$306K 0.04% 316

Other funds holding LUX

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 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 $131B AUM 28.36% 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 $24.3B AUM 34.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Rothschild Investment LLC's LUX Position: Q3 2014 in Review

Rothschild Investment LLC sold out of Luxottica Group (LUX) in Q3 2014, closing a stake of 6,200 shares — an estimated $359K sold.

Rothschild Investment LLC first reported a position in LUX in Q3 2013 and held it in 4 quarters. The position peaked at $359K in Q2 2014. 109 funds tracked by Wall St. Rank hold LUX as of Q3 2014.

  • Rothschild Investment LLC reported no remaining Luxottica Group position as of Q3 2014 after selling out during the quarter.
  • Rothschild Investment LLC sold 6,200 Luxottica Group shares in Q3 2014, an estimated $359K.
  • Rothschild Investment LLC first reported a position in Luxottica Group in Q3 2013 and held it in 4 quarters.
  • Rothschild Investment LLC's Luxottica Group position peaked at $359K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2014.

Based on Rothschild Investment LLC's 13F filing for Q3 2014, filed 24 Oct 2014.