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UBS’s LCI Industries LCII Stock Holding History

UBS’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
2014
Q3 		$16K Sell
392
-7,537
-95% -$342K ﹤0.01% 8279
2014
Q2 		$397K Buy
7,929
+6,366
+407% +$318K ﹤0.01% 4450
2014
Q1 		$85K Buy
1,563
+215
+16% +$10.8K ﹤0.01% 6199
2013
Q4 		$69K Buy
1,348
+898
+200% +$45.7K ﹤0.01% 6531
2013
Q3 		$20K Buy
+450
New +$19K ﹤0.01% 8053

Other funds holding LCII

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's LCII Position: Q3 2014 in Review

UBS reduced its LCI Industries (LCII) stake by 95% in Q3 2014, selling an estimated $342K and leaving 392 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #8279.

UBS first reported a position in LCII in Q3 2013 and has held it in 5 quarters since. The position peaked at $397K in Q2 2014. 153 funds tracked by Wall St. Rank hold LCII as of Q3 2014.

  • UBS held 392 shares of LCI Industries worth $16K as of Q3 2014.
  • UBS sold 7,537 LCI Industries shares in Q3 2014, an estimated $342K.
  • LCI Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8279 holding.
  • UBS first reported a position in LCI Industries in Q3 2013 and has held it in 5 quarters since.
  • UBS's LCI Industries position peaked at $397K in Q2 2014.
  • 153 funds tracked by Wall St. Rank held LCI Industries as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.