BRWM
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B. Riley Wealth Management’s LCI Industries LCII Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-600
Closed -$34K – 491
2015
Q2 		$34K Hold
600
– – 0.03% 502
2015
Q1 		$36K Hold
600
– – 0.03% 479
2014
Q4 		$30K Hold
600
– – 0.02% 489
2014
Q3 		$25K Hold
600
– – 0.02% 558
2014
Q2 		$30K Hold
600
– – 0.02% 564
2014
Q1 		$33K Buy
+600
New +$30.2K 0.02% 529

Other funds holding LCII

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

B. Riley Wealth Management's LCII Position: Q3 2015 in Review

B. Riley Wealth Management sold out of LCI Industries (LCII) in Q3 2015, closing a stake of 600 shares — an estimated $34K sold.

B. Riley Wealth Management first reported a position in LCII in Q1 2014 and held it in 6 quarters. The position peaked at $36K in Q1 2015. 142 funds tracked by Wall St. Rank hold LCII as of Q3 2015.

  • B. Riley Wealth Management reported no remaining LCI Industries position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 LCI Industries shares in Q3 2015, an estimated $34K.
  • B. Riley Wealth Management first reported a position in LCI Industries in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's LCI Industries position peaked at $36K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held LCI Industries as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.