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Ground Swell Capital’s LCI Industries LCII Stock Holding History

Ground Swell Capital’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
Q3 		$8K Sell
200
-53
-21% -$2.4K 0.02% 1182
2014
Q2 		$13K Buy
+253
New +$12.6K 0.03% 602

Other funds holding LCII

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's LCII Position: Q3 2014 in Review

Ground Swell Capital reduced its LCI Industries (LCII) stake by 21% in Q3 2014, selling an estimated $2.4K and leaving 200 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #1182.

Ground Swell Capital first reported a position in LCII in Q2 2014 and has held it in 2 quarters since. The position peaked at $13K in Q2 2014. 153 funds tracked by Wall St. Rank hold LCII as of Q3 2014.

  • Ground Swell Capital held 200 shares of LCI Industries worth $8K as of Q3 2014.
  • Ground Swell Capital sold 53 LCI Industries shares in Q3 2014, an estimated $2.4K.
  • LCI Industries made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1182 holding.
  • Ground Swell Capital first reported a position in LCI Industries in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's LCI Industries position peaked at $13K in Q2 2014.
  • 153 funds tracked by Wall St. Rank held LCI Industries as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.