KLI
AA icon

Kelman-Lazarov Inc’s Alcoa AA Stock Holding History

Kelman-Lazarov Inc’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,767
Closed -$67.8K – 314
2016
Q3 		$67.8K Hold
2,767
– – 0.04% 165
2016
Q2 		$63.5K Sell
2,767
-500
-15% -$11.7K 0.04% 162
2016
Q1 		$76K Buy
+3,267
New +$66.5K 0.04% 162

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kelman-Lazarov Inc's AA Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Alcoa (AA) in Q4 2016, closing a stake of 2,767 shares — an estimated $67.8K sold.

Kelman-Lazarov Inc first reported a position in AA in Q1 2016 and held it in 3 quarters. The position peaked at $76K in Q1 2016. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,767 Alcoa shares in Q4 2016, an estimated $67.8K.
  • Kelman-Lazarov Inc first reported a position in Alcoa in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Alcoa position peaked at $76K in Q1 2016.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.