Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2017)

According to the SEC 13F filed on Oct 19, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2017. 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 2017, the filing reported:

New Buys - iShares Select Dividend ETF

Increases - Amazon.com, Inc., Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, Schwab U.S. Mid Cap ETF, Schwab Short-Term U.S. Treasury, and 4 more

Reductions - Apple Inc., AbbVie Inc., Accenture plc, Amgen Inc., American Water Works Company, I, and 21 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.

Showing 30 of 36 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	AAPL Apple Inc.	Apple Inc.	Sell	-248	-1.0%	$3.64M	25,274
Q2 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-525	-1.2%	$3.09M	42,667
Q2 2017	ACN Accenture plc	Accenture plc	Sell	-283	-1.2%	$2.83M	22,895
Q2 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-286	-1.6%	$2.95M	17,141
Q2 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+13	+0.4%	$3.39M	3,499
Q2 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-681	-1.8%	$2.88M	36,913
Q2 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-601	-0.5%	$2.88M	118,607
Q2 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-229	-0.5%	$3.13M	46,861
Q2 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-235	-1.0%	$2.54M	24,323
Q2 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-214	-0.3%	$14.60M	68,486
Q2 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-316	-1.3%	$2.65M	24,914
Q2 2017	DVY iShares Select Dividend ETF	iShares Select Dividend ETF	Buy - Position Entry	+2,250	-	$207.00K	2,250
Q2 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-381	-1.7%	$2.96M	22,284
Q2 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-36	-1.1%	$2.91M	3,127
Q2 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-290	-1.4%	$3.09M	20,163
Q2 2017	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-209	-1.0%	$2.84M	21,298
Q2 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-279	-1.2%	$3.06M	23,042
Q2 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-386	-1.2%	$2.90M	31,683
Q2 2017	KHC The Kraft Heinz Company	The Kraft Heinz Company	Sell	-367	-1.2%	$2.60M	30,349
Q2 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-233	-1.0%	$3.45M	22,856
Q2 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-475	-1.1%	$3.00M	43,530
Q2 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-1,065	-1.2%	$2.83M	84,265
Q2 2017	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+603	+1.4%	$2.01M	44,494
Q2 2017	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+993	+3.4%	$1.90M	30,084
Q2 2017	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy	+5,991	+3.2%	$9.20M	191,096
Q2 2017	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy	+10,139	+7.1%	$7.67M	152,153
Q2 2017	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+4,532	+13.0%	$2.28M	39,421
Q2 2017	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-3,156	-10.1%	$1.85M	28,095
Q2 2017	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Sell	-74	-0.1%	$7.45M	53,170
Q2 2017	SPY SPDR S&P 500	SPDR S&P 500	Buy	+577	+1.0%	$14.70M	60,774