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Coe Capital Management’s LCI Industries LCII Stock Holding History

Coe Capital 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
Q2 		– Sell
-6,690
Closed -$697K – 86
2018
Q1 		$697K Sell
6,690
-310
-4% -$35.6K 0.76% 52
2017
Q4 		$910K Sell
7,000
-220
-3% -$27K 0.96% 45
2017
Q3 		$836K Sell
7,220
-310
-4% -$31.6K 0.87% 49
2017
Q2 		$771K Buy
+7,530
New +$722K 0.88% 48
2017
Q1 		– Sell
-6,105
Closed -$658K – 87
2016
Q4 		$658K Sell
6,105
-8,910
-59% -$886K 0.85% 43
2016
Q3 		$1.37M Buy
15,015
+6,735
+81% +$640K 0.44% 85
2016
Q2 		$702K Hold
8,280
– – 0.24% 121
2016
Q1 		$534K Sell
8,280
-31,930
-79% -$1.88M 0.17% 142
2015
Q4 		$2.45M Buy
+40,210
New +$2.39M 0.97% 23

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coe Capital Management's LCII Position: Q2 2018 in Review

Coe Capital Management sold out of LCI Industries (LCII) in Q2 2018, closing a stake of 6,690 shares — an estimated $697K sold.

Coe Capital Management first reported a position in LCII in Q4 2015 and held it in 9 quarters. The position peaked at $2.45M in Q4 2015. 237 funds tracked by Wall St. Rank hold LCII as of Q2 2018.

  • Coe Capital Management reported no remaining LCI Industries position as of Q2 2018 after selling out during the quarter.
  • Coe Capital Management sold 6,690 LCI Industries shares in Q2 2018, an estimated $697K.
  • Coe Capital Management first reported a position in LCI Industries in Q4 2015 and held it in 9 quarters.
  • Coe Capital Management's LCI Industries position peaked at $2.45M in Q4 2015.
  • 237 funds tracked by Wall St. Rank held LCI Industries as of Q2 2018.

Based on Coe Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.