Smith Group Asset Management’s LCI Industries LCII Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-63,259	Closed	-$2.67M	–	431
2014 Q3	$2.67M	Sell	63,259 -201	-0.3%	-$8.48K	0.1%	147
2014 Q2	$3.17M	Sell	63,460 -2,882	-4%	-$144K	0.12%	138
2014 Q1	$3.6M	Buy	+66,342	New	+$3.6M	0.14%	130