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Wagner Wealth Management (South Carolina)’s LCI Industries LCII Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$0 Hold
6
– – ﹤0.01% 717
2018
Q2 		$1K Hold
6
– – ﹤0.01% 593
2018
Q1 		$1K Buy
+6
New +$689 ﹤0.01% 552
2017
Q4 		– Hold
0
– – – 490

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

Wagner Wealth Management (South Carolina)'s LCII Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its LCI Industries (LCII) position steady in Q3 2018 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Wagner Wealth Management (South Carolina) first reported a position in LCII in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q2 2018. 230 funds tracked by Wall St. Rank hold LCII as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 6 shares of LCI Industries worth $0 as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its LCI Industries share count unchanged in Q3 2018.
  • LCI Industries made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #717 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in LCI Industries in Q1 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s LCI Industries position peaked at $1K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held LCI Industries as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.