Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Oct 19, 2020, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:

New Buys - Broadcom Inc., NextEra Energy, Inc.

Increases - Apple Inc., SPDR Dow Jones Industrial Avera, SPDR Bloomberg Investment Grade, SPDR Gold Trust, Alphabet Inc., and 9 more

Reductions - Accenture plc, Amazon.com, Inc., American Water Works Company, I, Ecolab Inc., Fidelity MSCI Health Care Index, and 10 more

Complete Exits - Atmos Energy Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2020	AAPL Apple Inc.	Apple Inc.	Buy	+59,222	+284.8%	$9.27K	80,015
Q3 2020	ACN Accenture plc	Accenture plc	Sell	-39	-0.2%	$4.80K	21,247
Q3 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-232	-7.9%	$8.54K	2,712
Q3 2020	ATO Atmos Energy Corporation	Atmos Energy Corporation	Sell - Position Exit	-29,676	-100.0%	$0.00	-
Q3 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy - Position Entry	+10,285	-	$3.75K	10,285
Q3 2020	AWK American Water Works Company, I	American Water Works Company, I	Sell	-411	-1.1%	$5.21K	35,949
Q3 2020	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+490	+0.9%	$14.48K	52,188
Q3 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-13	-0.1%	$4.48K	22,411
Q3 2020	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Sell	-1,039	-0.6%	$8.52K	161,919
Q3 2020	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+256,421	+52.7%	$22.71K	742,790
Q3 2020	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+60	+3.2%	$338.00	1,910
Q3 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5	+0.2%	$4.55K	3,103
Q3 2020	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-103	-0.5%	$5.32K	19,164
Q3 2020	INTU Intuit Inc.	Intuit Inc.	Sell	-311	-1.6%	$6.18K	18,951
Q3 2020	IYF iShares U.S. Financial ETF	iShares U.S. Financial ETF	Buy	+80	+1.6%	$587.00	5,177
Q3 2020	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+72	+0.7%	$3.77K	9,844
Q3 2020	MINT PIMCO Enhanced Short Maturity A	PIMCO Enhanced Short Maturity A	Buy	+32,349	+19.7%	$20.07K	196,843
Q3 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-621	-1.7%	$7.34K	34,918
Q3 2020	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy - Position Entry	+11,516	-	$3.20K	11,516
Q3 2020	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-13	-0.1%	$5.37K	9,923
Q3 2020	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Sell	-374	-0.5%	$20.10K	72,346
Q3 2020	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+34	+1.3%	$620.00	2,630
Q3 2020	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-738	-0.3%	$18.34K	230,296
Q3 2020	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-69	-0.2%	$2.16K	38,979
Q3 2020	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+209	+1.6%	$1.50K	13,021
Q3 2020	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-216	-0.6%	$3.02K	37,497
Q3 2020	SPY SPDR S&P 500	SPDR S&P 500	Sell	-514	-0.9%	$17.96K	53,617
Q3 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+36	+0.2%	$4.95K	15,866
Q3 2020	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+288	+3.8%	$501.00	7,855
Q3 2020	V Visa Inc.	Visa Inc.	Sell	-139	-0.5%	$5.48K	27,385

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