Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 2017, 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 2017, the filing reported:

New Buys - SPDR Bloomberg Investment Grade, Walmart Inc.

Increases - Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap ETF, Block, Inc.

Reductions - Apple Inc., AbbVie Inc., Accenture plc, Amgen Inc., Amazon.com, Inc., and 27 more

Complete Exits - Walgreens Boots Alliance, Inc.

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
Q4 2017	AAPL Apple Inc.	Apple Inc.	Sell	-236	-0.9%	$4.18K	24,726
Q4 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-459	-1.1%	$4.05K	41,888
Q4 2017	ACN Accenture plc	Accenture plc	Sell	-176	-0.8%	$3.46K	22,595
Q4 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-21	-0.1%	$2.96K	16,995
Q4 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-57	-1.6%	$3.99K	3,412
Q4 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-511	-1.4%	$3.31K	36,142
Q4 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,093	-0.9%	$3.46K	117,110
Q4 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-432	-0.9%	$3.42K	45,952
Q4 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-113	-0.5%	$3.01K	24,025
Q4 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-1,589	-2.3%	$16.44K	66,453
Q4 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-99	-0.4%	$2.64K	24,551
Q4 2017	DVY iShares Select Dividend ETF	iShares Select Dividend ETF	Sell	-155	-6.9%	$206.00	2,095
Q4 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-174	-0.8%	$2.93K	21,848
Q4 2017	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy - Position Entry	+8,785	-	$269.00	8,785
Q4 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-31	-1.0%	$3.23K	3,062
Q4 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-243	-1.2%	$3.77K	19,907
Q4 2017	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-226	-1.1%	$3.23K	21,029
Q4 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-400	-1.7%	$3.55K	22,493
Q4 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-405	-1.3%	$3.32K	31,017
Q4 2017	LEN Lennar Corporation	Lennar Corporation	Sell	-415	-0.9%	$2.92K	46,258
Q4 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-341	-1.5%	$3.94K	22,318
Q4 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-589	-1.4%	$3.64K	42,519
Q4 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-265	-0.3%	$3.03K	83,724
Q4 2017	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+264	+0.6%	$2.33K	45,457
Q4 2017	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-32	-0.1%	$2.15K	30,422
Q4 2017	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Sell	-1,646	-0.9%	$10.00K	187,797
Q4 2017	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-5,030	-3.6%	$6.69K	133,672
Q4 2017	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+434	+1.1%	$2.57K	40,283
Q4 2017	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Sell	-734	-1.4%	$8.81K	51,883
Q4 2017	SPY SPDR S&P 500	SPDR S&P 500	Sell	-1,366	-2.3%	$15.79K	59,183

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