Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 Q3 2014, the filing reported:
Increases - First Trust DJ Internet Index F, Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap ETF
Reductions - Accenture plc, Biogen Inc., 3D Systems Corporation, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), and 36 more
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 |
|---|---|---|---|
|
Q3 2014
|
ACN
Accenture plc
|
Sell |
-682
|
|
Q3 2014
|
BIIB
Biogen Inc.
|
Sell |
-183
|
|
Q3 2014
|
DDD
3D Systems Corporation
|
Sell |
-623
|
|
Q3 2014
|
DIA
SPDR Dow Jones Industrial Avera
|
Sell |
-769
|
|
Q3 2014
|
DIS
Walt Disney Company (The)
|
Sell |
-1,012
|
|
Q3 2014
|
DVY
iShares Select Dividend ETF
|
Sell |
-2,272
|
|
Q3 2014
|
ECL
Ecolab Inc.
|
Sell |
-546
|
|
Q3 2014
|
FDN
First Trust DJ Internet Index F
|
Buy |
+587
|
|
Q3 2014
|
FLOT
iShares Floating Rate Bond ETF
|
Sell |
-11,054
|
|
Q3 2014
|
GILD
Gilead Sciences, Inc.
|
Sell |
-1,112
|
|
Q3 2014
|
GPC
Genuine Parts Company
|
Sell |
-741
|
|
Q3 2014
|
GRMN
Garmin
|
Sell |
-1,607
|
|
Q3 2014
|
HAL
Halliburton Company
|
Sell |
-1,859
|
|
Q3 2014
|
HD
Home Depot, Inc. (The)
|
Sell |
-679
|
|
Q3 2014
|
HSY
The Hershey Company
|
Sell - Position Exit |
-28,394
|
|
Q3 2014
|
IGSB
iShares 1-5 Year Investment Gra
|
Sell |
-1,627
|
|
Q3 2014
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+30,107
|
|
Q3 2014
|
IVZ
Invesco
|
Buy - Position Entry |
+50,700
|
|
Q3 2014
|
KMB
Kimberly-Clark Corporation
|
Sell |
-611
|
|
Q3 2014
|
MAN
ManpowerGroup
|
Sell |
-484
|
|
Q3 2014
|
MCD
McDonald's Corporation
|
Sell - Position Exit |
-31,283
|
|
Q3 2014
|
META
Meta Platforms, Inc.
|
Sell |
-706
|
|
Q3 2014
|
MINT
PIMCO Enhanced Short Maturity A
|
Sell |
-2,235
|
|
Q3 2014
|
MMM
3M Company
|
Sell |
-601
|
|
Q3 2014
|
MSFT
Microsoft Corporation
|
Sell |
-2,393
|
|
Q3 2014
|
NKE
Nike, Inc.
|
Sell |
-889
|
|
Q3 2014
|
QCOM
QUALCOMM Incorporated
|
Sell |
-929
|
|
Q3 2014
|
RYAM
Rayonier Advanced Materials Inc
|
Buy - Position Entry |
+21,882
|
|
Q3 2014
|
RYN
Rayonier Inc. REIT
|
Sell |
-583
|
|
Q3 2014
|
SBUX
Starbucks Corporation
|
Sell |
-866
|
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