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Dana Investment Advisors’s LCI Industries LCII Stock Holding History

Dana Investment Advisors’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
-20,663
Closed -$2.15M – 281
2018
Q1 		$2.15M Sell
20,663
-1,333
-6% -$153K 0.1% 167
2017
Q4 		$2.86M Sell
21,996
-807
-4% -$99.2K 0.12% 123
2017
Q3 		$2.64M Sell
22,803
-493
-2% -$50.3K 0.12% 128
2017
Q2 		$2.39M Buy
23,296
+543
+2% +$52.1K 0.11% 150
2017
Q1 		$2.27M Buy
22,753
+2,003
+10% +$216K 0.11% 163
2016
Q4 		$2.24M Sell
20,750
-1,270
-6% -$126K 0.11% 167
2016
Q3 		$2.16M Buy
+22,020
New +$2.09M 0.1% 143

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

Dana Investment Advisors's LCII Position: Q2 2018 in Review

Dana Investment Advisors sold out of LCI Industries (LCII) in Q2 2018, closing a stake of 20,663 shares — an estimated $2.15M sold.

Dana Investment Advisors first reported a position in LCII in Q3 2016 and held it in 7 quarters. The position peaked at $2.86M in Q4 2017. 237 funds tracked by Wall St. Rank hold LCII as of Q2 2018.

  • Dana Investment Advisors reported no remaining LCI Industries position as of Q2 2018 after selling out during the quarter.
  • Dana Investment Advisors sold 20,663 LCI Industries shares in Q2 2018, an estimated $2.15M.
  • Dana Investment Advisors first reported a position in LCI Industries in Q3 2016 and held it in 7 quarters.
  • Dana Investment Advisors's LCI Industries position peaked at $2.86M in Q4 2017.
  • 237 funds tracked by Wall St. Rank held LCI Industries as of Q2 2018.

Based on Dana Investment Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.