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:
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
|