WFG Advisors’s Luxottica Group LUX Stock Holding History

WFG 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
2015 Q1	–	Sell	-5	Closed	–	–	2194
2014 Q4	$0	Buy	+5	New	+$257	﹤0.01%	2311
2013 Q3	–	Sell	-424	Closed	-$21K	–	2312
2013 Q2	$21K	Buy	+424	New	+$21.9K	﹤0.01%	1203

Other funds holding LUX

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

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

WFG Advisors's LUX Position: Q1 2015 in Review

WFG Advisors sold out of Luxottica Group (LUX) in Q1 2015, closing a stake of 5 shares.

WFG Advisors first reported a position in LUX in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q2 2013. 117 funds tracked by Wall St. Rank hold LUX as of Q1 2015.

WFG Advisors reported no remaining Luxottica Group position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 5 Luxottica Group shares in Q1 2015.
WFG Advisors first reported a position in Luxottica Group in Q2 2013 and held it in 2 quarters.
WFG Advisors's Luxottica Group position peaked at $21K in Q2 2013.
117 funds tracked by Wall St. Rank held Luxottica Group as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.