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Stratos Wealth Partners’s LCI Industries LCII Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-677
Closed -$56K – 1745
2018
Q3 		$56K Buy
+677
New +$63.3K ﹤0.01% 1403
2018
Q2 		– Sell
-9,825
Closed -$1.02M – 1868
2018
Q1 		$1.02M Buy
+9,825
New +$1.13M 0.04% 367

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's LCII Position: Q4 2018 in Review

Stratos Wealth Partners sold out of LCI Industries (LCII) in Q4 2018, closing a stake of 677 shares — an estimated $56K sold.

Stratos Wealth Partners first reported a position in LCII in Q1 2018 and held it in 2 quarters. The position peaked at $1.02M in Q1 2018. 205 funds tracked by Wall St. Rank hold LCII as of Q4 2018.

  • Stratos Wealth Partners reported no remaining LCI Industries position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 677 LCI Industries shares in Q4 2018, an estimated $56K.
  • Stratos Wealth Partners first reported a position in LCI Industries in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's LCI Industries position peaked at $1.02M in Q1 2018.
  • 205 funds tracked by Wall St. Rank held LCI Industries as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.