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Mountain Capital Investment Advisors’s LCI Industries LCII Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-18
Closed -$2K – 245
2017
Q3 		$2K Sell
18
-1,190
-99% -$121K ﹤0.01% 434
2017
Q2 		$124K Buy
+1,208
New +$116K 0.12% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mountain Capital Investment Advisors's LCII Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of LCI Industries (LCII) in Q4 2017, closing a stake of 18 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in LCII in Q2 2017 and held it in 2 quarters. The position peaked at $124K in Q2 2017. 266 funds tracked by Wall St. Rank hold LCII as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining LCI Industries position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 18 LCI Industries shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in LCI Industries in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's LCI Industries position peaked at $124K in Q2 2017.
  • 266 funds tracked by Wall St. Rank held LCI Industries as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.