Kelman-Lazarov Inc’s Bank Of America Corporation BML.PRI.CL Stock Holding History

Kelman-Lazarov Inc’s Portfolio BML.PRI.CL Stock Details BML.PRI.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,560	Closed	-$39.1K	–	286
2016 Q4	$39.1K	Sell	1,560 -440	-22%	-$11.1K	0.02%	179
2016 Q3	$51.3K	Hold	2,000	–	–	0.03%	173
2016 Q2	$51.3K	Hold	2,000	–	–	0.03%	169
2016 Q1	$51K	Buy	+2,000	New	+$51.3K	0.03%	183

Other funds holding BML.PRI.CL

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Kelman-Lazarov Inc's BML.PRI.CL Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Bank Of America Corporation (BML.PRI.CL) in Q1 2017, closing a stake of 1,560 shares — an estimated $39.1K sold.

Kelman-Lazarov Inc first reported a position in BML.PRI.CL in Q1 2016 and held it in 4 quarters. The position peaked at $51.3K in Q3 2016. 3 funds tracked by Wall St. Rank hold BML.PRI.CL as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Bank Of America Corporation position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,560 Bank Of America Corporation shares in Q1 2017, an estimated $39.1K.
Kelman-Lazarov Inc first reported a position in Bank Of America Corporation in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Bank Of America Corporation position peaked at $51.3K in Q3 2016.
3 funds tracked by Wall St. Rank held Bank Of America Corporation as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.