SS
LUX

Simplicity Solutions’s Luxottica Group LUX Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-12,424
Closed -$724K – 416
2017
Q2 		$724K Buy
12,424
+487
+4% +$28.4K 0.09% 201
2017
Q1 		$657K Buy
11,937
+78
+0.7% +$4.16K 0.1% 200
2016
Q4 		$637K Buy
+11,859
New +$601K 0.15% 160

Other funds holding LUX

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
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Simplicity Solutions's LUX Position: Q3 2017 in Review

Simplicity Solutions sold out of Luxottica Group (LUX) in Q3 2017, closing a stake of 12,424 shares — an estimated $724K sold.

Simplicity Solutions first reported a position in LUX in Q4 2016 and held it in 3 quarters. The position peaked at $724K in Q2 2017. 27 funds tracked by Wall St. Rank hold LUX as of Q3 2017.

  • Simplicity Solutions reported no remaining Luxottica Group position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 12,424 Luxottica Group shares in Q3 2017, an estimated $724K.
  • Simplicity Solutions first reported a position in Luxottica Group in Q4 2016 and held it in 3 quarters.
  • Simplicity Solutions's Luxottica Group position peaked at $724K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.