Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 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 Sep 30, 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 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
|