Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2018)
As of Dec 31, 2018, 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 2018, the filing reported:
New Buys - CVS Health Corporation, Fidelity MSCI Health Care Index, Invesco S&P 500 Equal Weight He, Schwab U.S. Large-Cap Value ETF, iShares MSCI USA Min Vol Factor
Increases - Amazon.com, Inc., SPDR Dow Jones Industrial Avera, SPDR Bloomberg Investment Grade, Schwab US Dividend Equity ETF
Reductions - Apple Inc., Accenture plc, American Water Works Company, I, Chevron Corporation, Walt Disney Company (The), and 15 more
Complete Exits - AbbVie Inc., Bank of America Corporation, BlackRock, Inc., International Business Machines, Invesco BuyBack Achievers ETF, and 5 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 2018
|
AAPL
Apple Inc.
|
Sell |
-93
|
|
Q4 2018
|
ABBV
AbbVie Inc.
|
Sell - Position Exit |
-34,102
|
|
Q4 2018
|
ACN
Accenture plc
|
Sell |
-125
|
|
Q4 2018
|
AMZN
Amazon.com, Inc.
|
Buy |
+32
|
|
Q4 2018
|
AWK
American Water Works Company, I
|
Sell |
-220
|
|
Q4 2018
|
BAC
Bank of America Corporation
|
Sell - Position Exit |
-117,220
|
|
Q4 2018
|
BLK
BlackRock, Inc.
|
Sell - Position Exit |
-5,926
|
|
Q4 2018
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+38,546
|
|
Q4 2018
|
CVX
Chevron Corporation
|
Sell |
-206
|
|
Q4 2018
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+12,995
|
|
Q4 2018
|
DIS
Walt Disney Company (The)
|
Sell |
-128
|
|
Q4 2018
|
ECL
Ecolab Inc.
|
Sell |
-76
|
|
Q4 2018
|
FHLC
Fidelity MSCI Health Care Index
|
Buy - Position Entry |
+142,641
|
|
Q4 2018
|
FLRN
SPDR Bloomberg Investment Grade
|
Buy |
+6,654
|
|
Q4 2018
|
GOOGL
Alphabet Inc.
|
Sell |
-29
|
|
Q4 2018
|
HD
Home Depot, Inc. (The)
|
Sell |
-137
|
|
Q4 2018
|
HON
Honeywell International Inc.
|
Sell |
-110
|
|
Q4 2018
|
IBM
International Business Machines
|
Sell - Position Exit |
-14,285
|
|
Q4 2018
|
INTU
Intuit Inc.
|
Sell |
-231
|
|
Q4 2018
|
JPM
JP Morgan Chase & Co.
|
Sell |
-168
|
|
Q4 2018
|
MSFT
Microsoft Corporation
|
Sell |
-239
|
|
Q4 2018
|
PFE
Pfizer, Inc.
|
Sell |
-446
|
|
Q4 2018
|
PKW
Invesco BuyBack Achievers ETF
|
Sell - Position Exit |
-123,770
|
|
Q4 2018
|
QQQ
Invesco QQQ Trust, Series 1
|
Sell - Position Exit |
-1,195
|
|
Q4 2018
|
RSPF
Invesco S&P 500 Equal Weight Fi
|
Sell - Position Exit |
-25,523
|
|
Q4 2018
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy - Position Entry |
+2,030
|
|
Q4 2018
|
SCHD
Schwab US Dividend Equity ETF
|
Buy |
+417
|
|
Q4 2018
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Sell |
-530
|
|
Q4 2018
|
SCHM
Schwab U.S. Mid Cap ETF
|
Sell - Position Exit |
-167,878
|
|
Q4 2018
|
SCHV
Schwab U.S. Large-Cap Value ETF
|
Buy - Position Entry |
+141,206
|
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