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Squar Milner Financial Services’s LCI Industries LCII Stock Holding History

Squar Milner 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
2018
Q3 		– Sell
-91
Closed -$8K – 820
2018
Q2 		$8K Buy
+91
New +$8.45K 0.01% 635

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Squar Milner Financial Services's LCII Position: Q3 2018 in Review

Squar Milner Financial Services sold out of LCI Industries (LCII) in Q3 2018, closing a stake of 91 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in LCII in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 230 funds tracked by Wall St. Rank hold LCII as of Q3 2018.

  • Squar Milner Financial Services reported no remaining LCI Industries position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 91 LCI Industries shares in Q3 2018, an estimated $8K.
  • Squar Milner Financial Services first reported a position in LCI Industries in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's LCI Industries position peaked at $8K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held LCI Industries as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.