WIS
LUX

Wright Investors Service’s Luxottica Group LUX Stock Holding History

Wright Investors Service’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
-13,000
Closed -$758K – 243
2017
Q2 		$758K Buy
+13,000
New +$757K 0.29% 97
2017
Q1 		– Sell
-8,280
Closed -$445K – 254
2016
Q4 		$445K Buy
+8,280
New +$419K 0.19% 157
2016
Q2 		– Sell
-14,730
Closed -$810K – 240
2016
Q1 		$810K Sell
14,730
-2,060
-12% -$119K 0.32% 106
2015
Q4 		$1.09M Buy
16,790
+130
+0.8% +$8.83K 0.4% 86
2015
Q3 		$1.15M Buy
+16,660
New +$1.15M 0.52% 64

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

Wright Investors Service's LUX Position: Q3 2017 in Review

Wright Investors Service sold out of Luxottica Group (LUX) in Q3 2017, closing a stake of 13,000 shares — an estimated $758K sold.

Wright Investors Service first reported a position in LUX in Q3 2015 and held it in 5 quarters. The position peaked at $1.15M in Q3 2015. 27 funds tracked by Wall St. Rank hold LUX as of Q3 2017.

  • Wright Investors Service reported no remaining Luxottica Group position as of Q3 2017 after selling out during the quarter.
  • Wright Investors Service sold 13,000 Luxottica Group shares in Q3 2017, an estimated $758K.
  • Wright Investors Service first reported a position in Luxottica Group in Q3 2015 and held it in 5 quarters.
  • Wright Investors Service's Luxottica Group position peaked at $1.15M in Q3 2015.
  • 27 funds tracked by Wall St. Rank held Luxottica Group as of Q3 2017.

Based on Wright Investors Service's 13F filing for Q3 2017, filed 30 Oct 2017.