SIAS
LCII icon

Shine Investment Advisory Services’s LCI Industries LCII Stock Holding History

Shine Investment Advisory 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
2019
Q4 		– Sell
-463
Closed -$43K – 753
2019
Q3 		$43K Hold
463
– – 0.02% 334
2019
Q2 		$42K Hold
463
– – 0.02% 333
2019
Q1 		$36K Hold
463
– – 0.02% 361
2018
Q4 		$31K Hold
463
– – 0.02% 357
2018
Q3 		$38K Buy
+463
New +$43.3K 0.02% 346

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Shine Investment Advisory Services's LCII Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of LCI Industries (LCII) in Q4 2019, closing a stake of 463 shares — an estimated $43K sold.

Shine Investment Advisory Services first reported a position in LCII in Q3 2018 and held it in 5 quarters. The position peaked at $43K in Q3 2019. 238 funds tracked by Wall St. Rank hold LCII as of Q4 2019.

  • Shine Investment Advisory Services reported no remaining LCI Industries position as of Q4 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 463 LCI Industries shares in Q4 2019, an estimated $43K.
  • Shine Investment Advisory Services first reported a position in LCI Industries in Q3 2018 and held it in 5 quarters.
  • Shine Investment Advisory Services's LCI Industries position peaked at $43K in Q3 2019.
  • 238 funds tracked by Wall St. Rank held LCI Industries as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.