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Archford Capital Strategies’s LCI Industries LCII Stock Holding History

Archford Capital Strategies’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-156
Closed -$7.8K – 775
2014
Q2 		$7.8K Hold
156
– – 0.01% 449
2014
Q1 		$8.46K Buy
+156
New +$7.85K 0.01% 454

Other funds holding LCII

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Archford Capital Strategies's LCII Position: Q3 2014 in Review

Archford Capital Strategies sold out of LCI Industries (LCII) in Q3 2014, closing a stake of 156 shares — an estimated $7.8K sold.

Archford Capital Strategies first reported a position in LCII in Q1 2014 and held it in 2 quarters. The position peaked at $8.46K in Q1 2014. 153 funds tracked by Wall St. Rank hold LCII as of Q3 2014.

  • Archford Capital Strategies reported no remaining LCI Industries position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 156 LCI Industries shares in Q3 2014, an estimated $7.8K.
  • Archford Capital Strategies first reported a position in LCI Industries in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's LCI Industries position peaked at $8.46K in Q1 2014.
  • 153 funds tracked by Wall St. Rank held LCI Industries as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.