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Mount Lucas Management’s LCI Industries LCII Stock Holding History

Mount Lucas Management’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
-1,562
Closed -$160K – 124
2017
Q2 		$160K Sell
1,562
-178
-10% -$17.1K 0.03% 117
2017
Q1 		$174K Sell
1,740
-225
-11% -$24.2K 0.03% 117
2016
Q4 		$212K Buy
+1,965
New +$195K 0.04% 117

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

Mount Lucas Management's LCII Position: Q3 2017 in Review

Mount Lucas Management sold out of LCI Industries (LCII) in Q3 2017, closing a stake of 1,562 shares — an estimated $160K sold.

Mount Lucas Management first reported a position in LCII in Q4 2016 and held it in 3 quarters. The position peaked at $212K in Q4 2016. 241 funds tracked by Wall St. Rank hold LCII as of Q3 2017.

  • Mount Lucas Management reported no remaining LCI Industries position as of Q3 2017 after selling out during the quarter.
  • Mount Lucas Management sold 1,562 LCI Industries shares in Q3 2017, an estimated $160K.
  • Mount Lucas Management first reported a position in LCI Industries in Q4 2016 and held it in 3 quarters.
  • Mount Lucas Management's LCI Industries position peaked at $212K in Q4 2016.
  • 241 funds tracked by Wall St. Rank held LCI Industries as of Q3 2017.

Based on Mount Lucas Management's 13F filing for Q3 2017, filed 14 Nov 2017.