Gary Goldberg Planning Services’s LCI Industries LCII Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$9K	Sell	170 -120	-41%	-$5.61K	﹤0.01%	363
2014 Q3	$12K	Sell	290 -1,114	-79%	-$50.5K	0.01%	359
2014 Q2	$70K	Hold	1,404	–	–	0.03%	185
2014 Q1	$76K	Buy	1,404 +29	+2%	+$1.46K	0.04%	176
2013 Q4	$70K	Buy	1,375 +30	+2%	+$1.53K	0.04%	170
2013 Q3	$61K	Buy	1,345 +970	+259%	+$41K	0.04%	174
2013 Q2	$15K	Buy	+375	New	+$13.9K	0.01%	262

Other funds holding LCII

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gary Goldberg Planning Services's LCII Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its LCI Industries (LCII) stake by 41% in Q4 2014, selling an estimated $5.61K and leaving 170 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Gary Goldberg Planning Services first reported a position in LCII in Q2 2013 and has held it in 7 quarters since. The position peaked at $76K in Q1 2014. 140 funds tracked by Wall St. Rank hold LCII as of Q4 2014.

Gary Goldberg Planning Services held 170 shares of LCI Industries worth $9K as of Q4 2014.
Gary Goldberg Planning Services sold 120 LCI Industries shares in Q4 2014, an estimated $5.61K.
LCI Industries made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #363 holding.
Gary Goldberg Planning Services first reported a position in LCI Industries in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's LCI Industries position peaked at $76K in Q1 2014.
140 funds tracked by Wall St. Rank held LCI Industries as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.