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Bellwether Investment Group’s LCI Industries LCII Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-141
Closed -$14K – 354
2017
Q1 		$14K Buy
141
+60
+74% +$6.46K 0.04% 407
2016
Q4 		$9K Buy
+81
New +$8.05K 0.01% 664

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's LCII Position: Q2 2017 in Review

Bellwether Investment Group sold out of LCI Industries (LCII) in Q2 2017, closing a stake of 141 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in LCII in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 239 funds tracked by Wall St. Rank hold LCII as of Q2 2017.

  • Bellwether Investment Group reported no remaining LCI Industries position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 141 LCI Industries shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in LCI Industries in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's LCI Industries position peaked at $14K in Q1 2017.
  • 239 funds tracked by Wall St. Rank held LCI Industries as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.