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McKinley Carter Wealth Services’s LCI Industries LCII Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-366
Closed -$38K – 280
2018
Q1 		$38K Buy
+366
New +$42K 0.01% 289

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McKinley Carter Wealth Services's LCII Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of LCI Industries (LCII) in Q2 2018, closing a stake of 366 shares — an estimated $38K sold.

McKinley Carter Wealth Services first reported a position in LCII in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 237 funds tracked by Wall St. Rank hold LCII as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining LCI Industries position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 366 LCI Industries shares in Q2 2018, an estimated $38K.
  • McKinley Carter Wealth Services first reported a position in LCI Industries in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's LCI Industries position peaked at $38K in Q1 2018.
  • 237 funds tracked by Wall St. Rank held LCI Industries as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.