Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 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 Q3 2017, the filing reported:
New Buys - iShares Russell 1000 Value ETF
Increases - Ecolab Inc., General Dynamics Corporation, General Motors Company, Goldman Sachs Group, Inc. (The), Wells Fargo & Company
Reductions - Amazon.com, Inc., Bank of America Corporation, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., and 12 more
Complete Exits - None 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 |
|---|---|---|---|
|
Q3 2017
|
AMZN
Amazon.com, Inc.
|
Sell |
-84,153
|
|
Q3 2017
|
BAC
Bank of America Corporation
|
Sell |
-612,621
|
|
Q3 2017
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-1
|
|
Q3 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-140,237
|
|
Q3 2017
|
C
Citigroup, Inc.
|
Sell |
-862,701
|
|
Q3 2017
|
ECL
Ecolab Inc.
|
Buy |
+26,784
|
|
Q3 2017
|
GD
General Dynamics Corporation
|
Buy |
+4,045
|
|
Q3 2017
|
GM
General Motors Company
|
Buy |
+4,626,933
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Sell |
-15,194
|
|
Q3 2017
|
GOOGL
Alphabet Inc.
|
Sell |
-24,665
|
|
Q3 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+6,298
|
|
Q3 2017
|
IWD
iShares Russell 1000 Value ETF
|
Buy - Position Entry |
+8,650
|
|
Q3 2017
|
JPM
JP Morgan Chase & Co.
|
Sell |
-236,764
|
|
Q3 2017
|
MAR
Marriott International
|
Sell |
-256,581
|
|
Q3 2017
|
MDLZ
Mondelez International, Inc.
|
Sell |
-3,656,046
|
|
Q3 2017
|
MS
Morgan Stanley
|
Sell |
-76,736
|
|
Q3 2017
|
MSFT
Microsoft Corporation
|
Sell |
-1,124,040
|
|
Q3 2017
|
ORCL
Oracle Corporation
|
Sell |
-2,267,377
|
|
Q3 2017
|
PEP
Pepsico, Inc.
|
Sell |
-37,640
|
|
Q3 2017
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-47,734
|
|
Q3 2017
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-180,564
|
|
Q3 2017
|
WFC
Wells Fargo & Company
|
Buy |
+105,662
|
|
Q3 2017
|
WRB
W.R. Berkley Corporation
|
Sell |
-86,497
|