WA
LUX

Waverly Advisors’s Luxottica Group LUX Stock Holding History

Waverly 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
Q4 		– Sell
-44
Closed -$2K – 739
2014
Q3 		$2K Hold
44
– – ﹤0.01% 739
2014
Q2 		$3K Hold
44
– – ﹤0.01% 680
2014
Q1 		$3K Sell
44
-1,500
-97% -$80.4K ﹤0.01% 642
2013
Q4 		$83K Buy
1,544
+44
+3% +$2.28K 0.03% 265
2013
Q3 		$79K Buy
+1,500
New +$79.8K 0.04% 184

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 $295B AUM 31.6% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Waverly Advisors's LUX Position: Q4 2014 in Review

Waverly Advisors sold out of Luxottica Group (LUX) in Q4 2014, closing a stake of 44 shares — an estimated $2K sold.

Waverly Advisors first reported a position in LUX in Q3 2013 and held it in 5 quarters. The position peaked at $83K in Q4 2013. 122 funds tracked by Wall St. Rank hold LUX as of Q4 2014.

  • Waverly Advisors reported no remaining Luxottica Group position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 44 Luxottica Group shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Luxottica Group in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's Luxottica Group position peaked at $83K in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Luxottica Group as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.