Stifel Financial
LUX

Stifel Financial’s Luxottica Group LUX Stock Holding History

Stifel Financial’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
Q2 		– Sell
-20,401
Closed -$1.12M – 2679
2017
Q1 		$1.12M Buy
20,401
+167
+0.8% +$8.91K ﹤0.01% 1393
2016
Q4 		$1.08M Buy
+20,234
New +$1.02M ﹤0.01% 1352
2016
Q1 		– Sell
-3,347
Closed -$216K – 2461
2015
Q4 		$216K Sell
3,347
-3,987
-54% -$271K ﹤0.01% 2074
2015
Q3 		$508K Sell
7,334
-379
-5% -$26.2K ﹤0.01% 1544
2015
Q2 		$504K Buy
+7,713
New +$511K ﹤0.01% 1679

Other funds holding LUX

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
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Stifel Financial's LUX Position: Q2 2017 in Review

Stifel Financial sold out of Luxottica Group (LUX) in Q2 2017, closing a stake of 20,401 shares — an estimated $1.12M sold.

Stifel Financial first reported a position in LUX in Q2 2015 and held it in 5 quarters. The position peaked at $1.12M in Q1 2017. 48 funds tracked by Wall St. Rank hold LUX as of Q2 2017.

  • Stifel Financial reported no remaining Luxottica Group position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 20,401 Luxottica Group shares in Q2 2017, an estimated $1.12M.
  • Stifel Financial first reported a position in Luxottica Group in Q2 2015 and held it in 5 quarters.
  • Stifel Financial's Luxottica Group position peaked at $1.12M in Q1 2017.
  • 48 funds tracked by Wall St. Rank held Luxottica Group as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.