IPC
LCII icon

Independent Portfolio Consultants’s LCI Industries LCII Stock Holding History

Independent Portfolio Consultants’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 		– Sell
-7,855
Closed -$331K – 841
2014
Q3 		$331K Sell
7,855
-480
-6% -$21.8K 0.09% 374
2014
Q2 		$417K Buy
8,335
+375
+5% +$18.7K 0.12% 304
2014
Q1 		$431K Buy
+7,960
New +$401K 0.14% 283

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 $999B AUM 46.22% 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 $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's LCII Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of LCI Industries (LCII) in Q4 2014, closing a stake of 7,855 shares — an estimated $331K sold.

Independent Portfolio Consultants first reported a position in LCII in Q1 2014 and held it in 3 quarters. The position peaked at $431K in Q1 2014. 140 funds tracked by Wall St. Rank hold LCII as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining LCI Industries position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 7,855 LCI Industries shares in Q4 2014, an estimated $331K.
  • Independent Portfolio Consultants first reported a position in LCI Industries in Q1 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's LCI Industries position peaked at $431K in Q1 2014.
  • 140 funds tracked by Wall St. Rank held LCI Industries as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.