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WealthBridge Capital Management’s LCI Industries LCII Stock Holding History

WealthBridge Capital Management’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
2019
Q1 		– Sell
-64
Closed -$4K – 1026
2018
Q4 		$4K Buy
+64
New +$4.67K ﹤0.01% 688

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthBridge Capital Management's LCII Position: Q1 2019 in Review

WealthBridge Capital Management sold out of LCI Industries (LCII) in Q1 2019, closing a stake of 64 shares — an estimated $4K sold.

WealthBridge Capital Management first reported a position in LCII in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 212 funds tracked by Wall St. Rank hold LCII as of Q1 2019.

  • WealthBridge Capital Management reported no remaining LCI Industries position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 64 LCI Industries shares in Q1 2019, an estimated $4K.
  • WealthBridge Capital Management first reported a position in LCI Industries in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's LCI Industries position peaked at $4K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held LCI Industries as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.