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MSI Financial Services’s LCI Industries LCII Stock Holding History

MSI Financial 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
2016
Q4 		$51K Sell
472
-387
-45% -$38.5K ﹤0.01% 1856
2016
Q3 		$84K Sell
859
-229
-21% -$21.8K ﹤0.01% 1515
2016
Q2 		$92K Buy
1,088
+1,061
+3,930% +$76.4K ﹤0.01% 1450
2016
Q1 		$2K Hold
27
– – ﹤0.01% 3546
2015
Q4 		$2K Buy
+27
New +$1.6K ﹤0.01% 3453

Other funds holding LCII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

MSI Financial Services's LCII Position: Q4 2016 in Review

MSI Financial Services reduced its LCI Industries (LCII) stake by 45% in Q4 2016, selling an estimated $38.5K and leaving 472 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

MSI Financial Services first reported a position in LCII in Q4 2015 and has held it in 5 quarters since. The position peaked at $92K in Q2 2016. 221 funds tracked by Wall St. Rank hold LCII as of Q4 2016.

  • MSI Financial Services held 472 shares of LCI Industries worth $51K as of Q4 2016.
  • MSI Financial Services sold 387 LCI Industries shares in Q4 2016, an estimated $38.5K.
  • LCI Industries made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1856 holding.
  • MSI Financial Services first reported a position in LCI Industries in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's LCI Industries position peaked at $92K in Q2 2016.
  • 221 funds tracked by Wall St. Rank held LCI Industries as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.