Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2018)
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, 2018. 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.
Showing 30 of 39 transactions.
| 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
|