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Mosaic Family Wealth’s LCI Industries LCII Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-28
Closed -$3K – 942
2017
Q2 		$3K Hold
28
– – ﹤0.01% 643
2017
Q1 		$3K Hold
28
– – ﹤0.01% 654
2016
Q4 		$3K Hold
28
– – ﹤0.01% 632
2016
Q3 		$3K Buy
+28
New +$2.66K ﹤0.01% 645

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth's LCII Position: Q3 2017 in Review

Mosaic Family Wealth sold out of LCI Industries (LCII) in Q3 2017, closing a stake of 28 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in LCII in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 241 funds tracked by Wall St. Rank hold LCII as of Q3 2017.

  • Mosaic Family Wealth reported no remaining LCI Industries position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 28 LCI Industries shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in LCI Industries in Q3 2016 and held it in 4 quarters.
  • Mosaic Family Wealth's LCI Industries position peaked at $3K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held LCI Industries as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.