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:
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., Home Depot, Inc. (The), and 14 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 |
|---|---|---|---|
|
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