TrueWealth LLC’s LCI Industries LCII Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-36	Closed	-$5K	–	862
2017 Q4	$5K	Buy	+36	New	+$4.42K	﹤0.01%	659

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrueWealth LLC's LCII Position: Q1 2018 in Review

TrueWealth LLC sold out of LCI Industries (LCII) in Q1 2018, closing a stake of 36 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in LCII in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 256 funds tracked by Wall St. Rank hold LCII as of Q1 2018.

TrueWealth LLC reported no remaining LCI Industries position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 36 LCI Industries shares in Q1 2018, an estimated $5K.
TrueWealth LLC first reported a position in LCI Industries in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's LCI Industries position peaked at $5K in Q4 2017.
256 funds tracked by Wall St. Rank held LCI Industries as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.