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One Wealth Advisors’s LCI Industries LCII Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-30
Closed -$2K – 311
2019
Q1 		$2K Buy
+30
New +$2.37K ﹤0.01% 486
2018
Q4 		– Sell
-20
Closed -$2K – 304
2018
Q3 		$2K Hold
20
– – ﹤0.01% 513
2018
Q2 		$2K Sell
20
-11
-35% -$1.02K ﹤0.01% 510
2018
Q1 		$3K Hold
31
– – ﹤0.01% 441
2017
Q4 		$4K Buy
+31
New +$3.81K ﹤0.01% 447

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's LCII Position: Q2 2019 in Review

One Wealth Advisors sold out of LCI Industries (LCII) in Q2 2019, closing a stake of 30 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in LCII in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 222 funds tracked by Wall St. Rank hold LCII as of Q2 2019.

  • One Wealth Advisors reported no remaining LCI Industries position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 30 LCI Industries shares in Q2 2019, an estimated $2K.
  • One Wealth Advisors first reported a position in LCI Industries in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's LCI Industries position peaked at $4K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held LCI Industries as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.