Sheets Smith Wealth Management’s LCI Industries LCII Stock Holding History

Sheets Smith Wealth 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
2018 Q3	–	Sell	-9,893	Closed	-$892K	–	343
2018 Q2	$892K	Buy	9,893 +533	+6%	+$49.5K	0.21%	121
2018 Q1	$975K	Hold	9,360	–	–	0.23%	115
2017 Q4	$1.22M	Sell	9,360 -750	-7%	-$92.2K	0.29%	95
2017 Q3	$1.17M	Buy	10,110 +320	+3%	+$32.6K	0.3%	90
2017 Q2	$1M	Hold	9,790	–	–	0.26%	107
2017 Q1	$977K	Buy	9,790 +1,900	+24%	+$204K	0.26%	111
2016 Q4	$850K	Hold	7,890	–	–	0.24%	117
2016 Q3	$773K	Buy	+7,890	New	+$750K	0.22%	142
2014 Q2	–	Sell	-13,433	Closed	-$728K	–	273
2014 Q1	$728K	Sell	13,433 -3,344	-20%	-$168K	0.2%	133
2013 Q4	$859K	Buy	16,777 +9,329	+125%	+$475K	0.24%	109
2013 Q3	$855K	Buy	+7,448	New	+$315K	0.28%	98

Other funds holding LCII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sheets Smith Wealth Management's LCII Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of LCI Industries (LCII) in Q3 2018, closing a stake of 9,893 shares — an estimated $892K sold.

Sheets Smith Wealth Management first reported a position in LCII in Q3 2013 and held it in 11 quarters. The position peaked at $1.22M in Q4 2017. 230 funds tracked by Wall St. Rank hold LCII as of Q3 2018.

Sheets Smith Wealth Management reported no remaining LCI Industries position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 9,893 LCI Industries shares in Q3 2018, an estimated $892K.
Sheets Smith Wealth Management first reported a position in LCI Industries in Q3 2013 and held it in 11 quarters.
Sheets Smith Wealth Management's LCI Industries position peaked at $1.22M in Q4 2017.
230 funds tracked by Wall St. Rank held LCI Industries as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.