Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2016)

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 Dec 31, 2016. 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 Q4 2016, the filing reported:

New Buys - Apple Inc., Archer-Daniels-Midland Company, Amgen Inc., Amazon.com, Inc., American Water Works Company, I, and 9 more

Increases - Cisco Systems, Inc., SPDR Dow Jones Industrial Avera, Walt Disney Company (The), Ecolab Inc., The Kraft Heinz Company, and 3 more

Reductions - AbbVie Inc., Accenture plc, Alphabet Inc., Alphabet Inc., ETFMG PRIME CYBER SECURITY E, and 15 more

Complete Exits - General Mills, Inc., Mid-America Apartment Communiti, Nike, Inc., Ventas, Inc., SPDR Select Sector Fund - Consu

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

Showing 30 of 47 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2016	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+40,891	-	$4.74M	40,891
Q4 2016	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-796	-1.8%	$2.67M	42,680
Q4 2016	ACN Accenture plc	Accenture plc	Sell	-217	-0.6%	$4.04M	34,494
Q4 2016	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy - Position Entry	+5,650	-	$258.00K	5,650
Q4 2016	AMGN Amgen Inc.	Amgen Inc.	Buy - Position Entry	+22,919	-	$3.35M	22,919
Q4 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+4,374	-	$3.28M	4,374
Q4 2016	AWK American Water Works Company, I	American Water Works Company, I	Buy - Position Entry	+40,718	-	$2.95M	40,718
Q4 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+134,723	-	$2.98M	134,723
Q4 2016	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+1,876	+2.2%	$2.59M	85,651
Q4 2016	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+1,856	-	$218.00K	1,856
Q4 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+16,488	+66.2%	$8.17M	41,379
Q4 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+105	+0.3%	$3.73M	35,831
Q4 2016	ECL Ecolab Inc.	Ecolab Inc.	Buy	+183	+0.7%	$3.20M	27,311
Q4 2016	GIS General Mills, Inc.	General Mills, Inc.	Sell - Position Exit	-40,310	-100.0%	$0.00	-
Q4 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-16	-0.7%	$1.64M	2,118
Q4 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-11	-0.4%	$2.13M	2,690
Q4 2016	HACKGBX ETFMG PRIME CYBER SECURITY E	ETFMG PRIME CYBER SECURITY E	Sell	-34,923	-26.0%	$2.63M	99,394
Q4 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-383	-1.1%	$4.62M	34,458
Q4 2016	IBB iShares Biotechnology ETF	iShares Biotechnology ETF	Buy - Position Entry	+10,694	-	$2.84M	10,694
Q4 2016	IHI iShares U.S. Medical Devices ET	iShares U.S. Medical Devices ET	Sell	-5,901	-22.1%	$2.78M	20,848
Q4 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-209	-0.7%	$3.54M	30,896
Q4 2016	ITA iShares U.S. Aerospace & Defens	iShares U.S. Aerospace & Defens	Buy - Position Entry	+29,631	-	$4.16M	29,631
Q4 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-122	-0.3%	$3.09M	35,818
Q4 2016	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+542	+1.9%	$2.52M	28,907
Q4 2016	MAA Mid-America Apartment Communiti	Mid-America Apartment Communiti	Sell - Position Exit	-28,358	-100.0%	$0.00	-
Q4 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+90	+0.3%	$3.13M	27,180
Q4 2016	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,562	-2.1%	$4.58M	73,671
Q4 2016	NKE Nike, Inc.	Nike, Inc.	Sell - Position Exit	-69,739	-100.0%	$0.00	-
Q4 2016	NOBL ProShares S&P 500 Dividend Aris	ProShares S&P 500 Dividend Aris	Sell	-5,274	-6.4%	$4.13M	76,675
Q4 2016	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-1,858	-2.5%	$4.07M	73,266