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Wealthspire Advisors (Maryland)’s LCI Industries LCII Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-55
Closed -$4K – 1299
2019
Q1 		$4K Hold
55
– – ﹤0.01% 1908
2018
Q4 		$4K Sell
55
-5
-8% -$364 ﹤0.01% 1829
2018
Q3 		$5K Hold
60
– – ﹤0.01% 1807
2018
Q2 		$5K Sell
60
-5
-8% -$464 ﹤0.01% 1795
2018
Q1 		$7K Hold
65
– – ﹤0.01% 1684
2017
Q4 		$8K Buy
65
+55
+550% +$6.76K ﹤0.01% 1678
2017
Q3 		$1K Buy
+10
New +$1.02K ﹤0.01% 2109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Wealthspire Advisors (Maryland)'s LCII Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LCI Industries (LCII) in Q2 2019, closing a stake of 55 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in LCII in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q4 2017. 222 funds tracked by Wall St. Rank hold LCII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LCI Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 55 LCI Industries shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in LCI Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s LCI Industries position peaked at $8K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held LCI Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.