Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2016)

As of Dec 31, 2016, 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 Q4 2016, the filing reported:

New Buys - General Dynamics Corporation, iShares Russell 1000 Value ETF, EchoStar Corporation, SPDR S&P 500

Increases - Goldman Sachs Group, Inc. (The), Marriott International

Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Bank of America Corporation, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 15 more

Complete Exits - Loews Corporation, 3M Company, Constellation Brands, Inc., Walmart Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-95,712	-5.8%	$1.16M	1,549,305
Q4 2016	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-4,705	-22.5%	$1.42K	16,184
Q4 2016	BAC Bank of America Corporation	Bank of America Corporation	Sell	-2,144,938	-5.9%	$759.65K	34,373,295
Q4 2016	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-44	-44.4%	$13.43K	55
Q4 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-553,129	-4.4%	$1.98M	12,131,418
Q4 2016	C Citigroup, Inc.	Citigroup, Inc.	Sell	-1,751,616	-6.5%	$1.49M	25,096,676
Q4 2016	ECL Ecolab Inc.	Ecolab Inc.	Sell	-245,175	-2.7%	$1.03M	8,748,968
Q4 2016	GD General Dynamics Corporation	General Dynamics Corporation	Buy - Position Entry	+861,487	-	$148.74K	861,487
Q4 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-72,190	-4.1%	$1.30M	1,684,082
Q4 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-49,684	-10.7%	$327.73K	413,563
Q4 2016	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+112,658	+4.0%	$694.16K	2,898,969
Q4 2016	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy - Position Entry	+46,600	-	$5.22K	46,600
Q4 2016	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-885,234	-6.6%	$1.09M	12,609,446
Q4 2016	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-34,600	-73.3%	$522.00	12,600
Q4 2016	L Loews Corporation	Loews Corporation	Sell - Position Exit	-10,700	-100.0%	$0.00	-
Q4 2016	MAR Marriott International	Marriott International	Buy	+1,379,902	+15.1%	$868.60K	10,505,547
Q4 2016	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-969,342	-5.2%	$778.25K	17,555,902
Q4 2016	MMM 3M Company	3M Company	Sell - Position Exit	-3,555	-100.0%	$0.00	-
Q4 2016	MS Morgan Stanley	Morgan Stanley	Sell	-1,206,109	-8.0%	$584.88K	13,843,266
Q4 2016	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,689,114	-5.9%	$1.66M	26,699,584
Q4 2016	NSRGY Nestle S.A.	Nestle S.A.	Sell	-14,025	-52.1%	$924.00	12,885
Q4 2016	ORCL Oracle Corporation	Oracle Corporation	Sell	-1,622,783	-3.8%	$1.58M	41,119,083
Q4 2016	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-356,308	-4.7%	$756.10K	7,226,448
Q4 2016	SATS EchoStar Corporation	EchoStar Corporation	Buy - Position Entry	+4,100	-	$211.00	4,100
Q4 2016	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+21,090	-	$4.71K	21,090
Q4 2016	STZ Constellation Brands, Inc.	Constellation Brands, Inc.	Sell - Position Exit	-5,327	-100.0%	$0.00	-
Q4 2016	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-206,470	-5.1%	$545.16K	3,863,612
Q4 2016	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-470,143	-6.7%	$1.05M	6,565,993
Q4 2016	WMT Walmart Inc.	Walmart Inc.	Sell - Position Exit	-7,000	-100.0%	$0.00	-
Q4 2016	WRB W.R. Berkley Corporation	W.R. Berkley Corporation	Sell	-488,131	-6.8%	$444.39K	6,681,525