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Bruderman Asset Management’s LCI Industries LCII Stock Holding History

Bruderman Asset 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
2018
Q4 		– Sell
-1,251
Closed -$104K – 668
2018
Q3 		$104K Sell
1,251
-68
-5% -$6.36K 0.02% 156
2018
Q2 		$119K Buy
+1,319
New +$123K 0.03% 149
2017
Q3 		– Sell
-1,194
Closed -$122K – 233
2017
Q2 		$122K Buy
+1,194
New +$115K 0.03% 138
2016
Q4 		– Sell
-2,170
Closed -$213K – 380
2016
Q3 		$213K Buy
2,170
+5
+0.2% +$475 0.06% 116
2016
Q2 		$184K Buy
2,165
+1,155
+114% +$83.2K 0.06% 126
2016
Q1 		$65K Sell
1,010
-100
-9% -$5.88K 0.02% 179
2015
Q4 		$68K Hold
1,110
– – 0.03% 180
2015
Q3 		$61K Buy
+1,110
New +$62.6K 0.02% 192
2015
Q2 		– Sell
-170
Closed -$10K – 442
2015
Q1 		$10K Buy
+170
New +$9.35K ﹤0.01% 344

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

Bruderman Asset Management's LCII Position: Q4 2018 in Review

Bruderman Asset Management sold out of LCI Industries (LCII) in Q4 2018, closing a stake of 1,251 shares — an estimated $104K sold.

Bruderman Asset Management first reported a position in LCII in Q1 2015 and held it in 9 quarters. The position peaked at $213K in Q3 2016. 205 funds tracked by Wall St. Rank hold LCII as of Q4 2018.

  • Bruderman Asset Management reported no remaining LCI Industries position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 1,251 LCI Industries shares in Q4 2018, an estimated $104K.
  • Bruderman Asset Management first reported a position in LCI Industries in Q1 2015 and held it in 9 quarters.
  • Bruderman Asset Management's LCI Industries position peaked at $213K in Q3 2016.
  • 205 funds tracked by Wall St. Rank held LCI Industries as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.