Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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 Q1 2017, the filing reported:
New Buys - None reported
Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., and 14 more
Complete Exits - iShares Russell 1000 Value ETF, SPDR S&P 500
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 |
|---|---|---|---|
|
Q1 2017
|
AMZN
Amazon.com, Inc.
|
Sell |
-53,854
|
|
Q1 2017
|
BABA
Alibaba Group Holding Limited
|
Sell |
-12,534
|
|
Q1 2017
|
BAC
Bank of America Corporation
|
Sell |
-1,555,379
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-279,497
|
|
Q1 2017
|
C
Citigroup, Inc.
|
Sell |
-1,030,489
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy |
+12,000
|
|
Q1 2017
|
ECL
Ecolab Inc.
|
Buy |
+33,247
|
|
Q1 2017
|
GD
General Dynamics Corporation
|
Buy |
+60,804
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Sell |
-31,677
|
|
Q1 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-39,137
|
|
Q1 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-21,881
|
|
Q1 2017
|
HQY
HealthEquity, Inc.
|
Sell |
-500
|
|
Q1 2017
|
IWD
iShares Russell 1000 Value ETF
|
Sell - Position Exit |
-46,600
|
|
Q1 2017
|
JPM
JP Morgan Chase & Co.
|
Sell |
-224,124
|
|
Q1 2017
|
MAR
Marriott International
|
Sell |
-321,874
|
|
Q1 2017
|
MDLZ
Mondelez International, Inc.
|
Sell |
-435,006
|
|
Q1 2017
|
MS
Morgan Stanley
|
Sell |
-770,470
|
|
Q1 2017
|
MSFT
Microsoft Corporation
|
Sell |
-978,500
|
|
Q1 2017
|
ORCL
Oracle Corporation
|
Sell |
-592,047
|
|
Q1 2017
|
PEP
Pepsico, Inc.
|
Sell |
-140,134
|
|
Q1 2017
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-21,090
|
|
Q1 2017
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-89,818
|
|
Q1 2017
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-266,469
|
|
Q1 2017
|
WRB
W.R. Berkley Corporation
|
Sell |
-324,802
|