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YorkBridge Wealth Partners’s LCI Industries LCII Stock Holding History

YorkBridge Wealth Partners’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 		– Sell
-1,208
Closed -$109K – 803
2018
Q2 		$109K Buy
1,208
+14
+1% +$1.3K 0.05% 278
2018
Q1 		$114K Buy
1,194
+106
+10% +$12.2K 0.05% 275
2017
Q4 		$114K Buy
1,088
+900
+479% +$111K 0.06% 264
2017
Q3 		$22K Sell
188
-3
-2% -$306 0.01% 496
2017
Q2 		$20K Hold
191
– – 0.01% 513
2017
Q1 		$19K Buy
191
+91
+91% +$9.79K 0.01% 518
2016
Q4 		$10K Buy
+100
New +$9.94K 0.01% 588

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

YorkBridge Wealth Partners's LCII Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of LCI Industries (LCII) in Q3 2018, closing a stake of 1,208 shares — an estimated $109K sold.

YorkBridge Wealth Partners first reported a position in LCII in Q4 2016 and held it in 7 quarters. The position peaked at $114K in Q1 2018. 230 funds tracked by Wall St. Rank hold LCII as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining LCI Industries position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,208 LCI Industries shares in Q3 2018, an estimated $109K.
  • YorkBridge Wealth Partners first reported a position in LCI Industries in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's LCI Industries position peaked at $114K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held LCI Industries as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.