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Evercore Wealth Management’s LCI Industries LCII Stock Holding History

Evercore 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
2017
Q4 		– Sell
-200
Closed -$23K – 918
2017
Q3 		$23K Sell
200
-200
-50% -$20.4K ﹤0.01% 686
2017
Q2 		$41K Hold
400
– – ﹤0.01% 607
2017
Q1 		$40K Buy
+400
New +$43K ﹤0.01% 634
2016
Q4 		– Sell
-550
Closed -$54K – 1065
2016
Q3 		$54K Sell
550
-50
-8% -$4.75K ﹤0.01% 579
2016
Q2 		$51K Hold
600
– – ﹤0.01% 576
2016
Q1 		$39K Hold
600
– – ﹤0.01% 615
2015
Q4 		$37K Buy
+600
New +$35.6K ﹤0.01% 651

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's LCII Position: Q4 2017 in Review

Evercore Wealth Management sold out of LCI Industries (LCII) in Q4 2017, closing a stake of 200 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in LCII in Q4 2015 and held it in 7 quarters. The position peaked at $54K in Q3 2016. 266 funds tracked by Wall St. Rank hold LCII as of Q4 2017.

  • Evercore Wealth Management reported no remaining LCI Industries position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 200 LCI Industries shares in Q4 2017, an estimated $23K.
  • Evercore Wealth Management first reported a position in LCI Industries in Q4 2015 and held it in 7 quarters.
  • Evercore Wealth Management's LCI Industries position peaked at $54K in Q3 2016.
  • 266 funds tracked by Wall St. Rank held LCI Industries as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.