Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2016)
As of Jun 30, 2016, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 20, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2016, the filing reported:
New Buys - None reported
Reductions - Accenture plc, Check Point, Walt Disney Company (The), Ecolab Inc., Alphabet Inc., and 16 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2016
|
ACN
Accenture plc
|
Sell |
-797
|
|
Q2 2016
|
CHKP
Check Point
|
Sell |
-576
|
|
Q2 2016
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+370
|
|
Q2 2016
|
DIS
Walt Disney Company (The)
|
Sell |
-921
|
|
Q2 2016
|
ECL
Ecolab Inc.
|
Sell |
-408
|
|
Q2 2016
|
GOOG
Alphabet Inc.
|
Sell |
-5
|
|
Q2 2016
|
GOOGL
Alphabet Inc.
|
Sell |
-66
|
|
Q2 2016
|
HD
Home Depot, Inc. (The)
|
Sell |
-798
|
|
Q2 2016
|
IGIB
iShares 5-10 Year Investment Gr
|
Sell |
-637
|
|
Q2 2016
|
INTU
Intuit Inc.
|
Sell |
-748
|
|
Q2 2016
|
KHC
The Kraft Heinz Company
|
Sell |
-143
|
|
Q2 2016
|
MAA
Mid-America Apartment Communiti
|
Sell |
-592
|
|
Q2 2016
|
META
Meta Platforms, Inc.
|
Sell |
-18,284
|
|
Q2 2016
|
MSFT
Microsoft Corporation
|
Buy |
+308
|
|
Q2 2016
|
NKE
Nike, Inc.
|
Sell |
-1,747
|
|
Q2 2016
|
SBUX
Starbucks Corporation
|
Sell |
-1,816
|
|
Q2 2016
|
SCHD
Schwab US Dividend Equity ETF
|
Sell |
-904
|
|
Q2 2016
|
SCHO
Schwab Short-Term U.S. Treasury
|
Sell |
-4,664
|
|
Q2 2016
|
SCHX
Schwab U.S. Large-Cap ETF
|
Sell |
-835
|
|
Q2 2016
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-14,745
|
|
Q2 2016
|
V
Visa Inc.
|
Sell |
-1,288
|
|
Q2 2016
|
WBA
Walgreens Boots Alliance, Inc.
|
Sell |
-864
|
|
Q2 2016
|
XLP
SPDR Select Sector Fund - Consu
|
Buy |
+1,655
|
|
Q2 2016
|
XOM
Exxon Mobil Corporation
|
Sell |
-17
|