Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q1 2017, the filing reported:

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