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Avantax Planning Partners’s LCI Industries LCII Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-63
Closed -$5K – 793
2018
Q3 		$5K Buy
+63
New +$5.89K ﹤0.01% 1095
2018
Q2 		– Sell
-53
Closed -$6K – 905
2018
Q1 		$6K Buy
+53
New +$6.09K ﹤0.01% 1268

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's LCII Position: Q4 2018 in Review

Avantax Planning Partners sold out of LCI Industries (LCII) in Q4 2018, closing a stake of 63 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in LCII in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 205 funds tracked by Wall St. Rank hold LCII as of Q4 2018.

  • Avantax Planning Partners reported no remaining LCI Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 63 LCI Industries shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in LCI Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's LCI Industries position peaked at $6K in Q1 2018.
  • 205 funds tracked by Wall St. Rank held LCI Industries as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.