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

As of Dec 31, 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 Q4 2016, the filing 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
Q4 2016
AAPL
Apple Inc.
Buy - Position Entry
+40,891
Q4 2016
ABBV
AbbVie Inc.
Sell
-796
Q4 2016
ACN
Accenture plc
Sell
-217
Q4 2016
ADM
Archer-Daniels-Midland Company
Buy - Position Entry
+5,650
Q4 2016
AMGN
Amgen Inc.
Buy - Position Entry
+22,919
Q4 2016
AMZN
Amazon.com, Inc.
Buy - Position Entry
+4,374
Q4 2016
AWK
American Water Works Company, I
Buy - Position Entry
+40,718
Q4 2016
BAC
Bank of America Corporation
Buy - Position Entry
+134,723
Q4 2016
CSCO
Cisco Systems, Inc.
Buy
+1,876
Q4 2016
CVX
Chevron Corporation
Buy - Position Entry
+1,856
Q4 2016
DIA
SPDR Dow Jones Industrial Avera
Buy
+16,488
Q4 2016
DIS
Walt Disney Company (The)
Buy
+105
Q4 2016
ECL
Ecolab Inc.
Buy
+183
Q4 2016
GIS
General Mills, Inc.
Sell - Position Exit
-40,310
Q4 2016
GOOG
Alphabet Inc.
Sell
-16
Q4 2016
GOOGL
Alphabet Inc.
Sell
-11
Q4 2016
HD
Home Depot, Inc. (The)
Sell
-383
Q4 2016
IBB
iShares Biotechnology ETF
Buy - Position Entry
+10,694
Q4 2016
IHI
iShares U.S. Medical Devices ET
Sell
-5,901
Q4 2016
INTU
Intuit Inc.
Sell
-209
Q4 2016
ITA
iShares U.S. Aerospace & Defens
Buy - Position Entry
+29,631
Q4 2016
JPM
JP Morgan Chase & Co.
Sell
-122
Q4 2016
KHC
The Kraft Heinz Company
Buy
+542
Q4 2016
MAA
Mid-America Apartment Communiti
Sell - Position Exit
-28,358
Q4 2016
META
Meta Platforms, Inc.
Buy
+90
Q4 2016
MSFT
Microsoft Corporation
Sell
-1,562
Q4 2016
NKE
Nike, Inc.
Sell - Position Exit
-69,739
Q4 2016
NOBL
ProShares S&P 500 Dividend Aris
Sell
-5,274
Q4 2016
SBUX
Starbucks Corporation
Sell
-1,858
Q4 2016
SCHD
Schwab US Dividend Equity ETF
Sell
-626
Page 1 of 2