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First Personal Financial Services’s LCI Industries LCII Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-125
Closed -$11K – 663
2019
Q2 		$11K Hold
125
– – ﹤0.01% 489
2019
Q1 		$10K Buy
125
+2
+2% +$158 ﹤0.01% 497
2018
Q4 		$8K Buy
123
+71
+137% +$5.17K ﹤0.01% 495
2018
Q3 		$4K Buy
+52
New +$4.86K ﹤0.01% 629
2018
Q2 		– Sell
-73
Closed -$8K – 818
2018
Q1 		$8K Hold
73
– – ﹤0.01% 839
2017
Q4 		$9K Sell
73
-12
-14% -$1.48K ﹤0.01% 809
2017
Q3 		$10K Buy
85
+2
+2% +$204 ﹤0.01% 708
2017
Q2 		$8K Sell
83
-8
-9% -$767 ﹤0.01% 744
2017
Q1 		$9K Buy
+91
New +$9.79K ﹤0.01% 730
2016
Q4 		– Sell
-67
Closed -$7K – 928
2016
Q3 		$7K Sell
67
-18
-21% -$1.71K ﹤0.01% 659
2016
Q2 		$7K Buy
+85
New +$6.12K ﹤0.01% 636

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Personal Financial Services's LCII Position: Q3 2019 in Review

First Personal Financial Services sold out of LCI Industries (LCII) in Q3 2019, closing a stake of 125 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in LCII in Q2 2016 and held it in 11 quarters. The position peaked at $11K in Q2 2019. 231 funds tracked by Wall St. Rank hold LCII as of Q3 2019.

  • First Personal Financial Services reported no remaining LCI Industries position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 125 LCI Industries shares in Q3 2019, an estimated $11K.
  • First Personal Financial Services first reported a position in LCI Industries in Q2 2016 and held it in 11 quarters.
  • First Personal Financial Services's LCI Industries position peaked at $11K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held LCI Industries as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.