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Mount Yale Investment Advisors’s LCI Industries LCII Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-575
Closed -$45K – 556
2018
Q3 		$45K Sell
575
-3,605
-86% -$337K 0.01% 620
2018
Q2 		$377K Sell
4,180
-362
-8% -$33.6K 0.07% 223
2018
Q1 		$473K Buy
+4,542
New +$522K 0.1% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's LCII Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of LCI Industries (LCII) in Q4 2018, closing a stake of 575 shares — an estimated $45K sold.

Mount Yale Investment Advisors first reported a position in LCII in Q1 2018 and held it in 3 quarters. The position peaked at $473K in Q1 2018. 205 funds tracked by Wall St. Rank hold LCII as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining LCI Industries position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 575 LCI Industries shares in Q4 2018, an estimated $45K.
  • Mount Yale Investment Advisors first reported a position in LCI Industries in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's LCI Industries position peaked at $473K in Q1 2018.
  • 205 funds tracked by Wall St. Rank held LCI Industries as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.