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Kelman-Lazarov Inc’s BP BP Stock Holding History

Kelman-Lazarov Inc’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-664
Closed -$21.3K – 120
2016
Q4 		$21.3K Sell
664
-12
-2% -$361 0.01% 216
2016
Q3 		$20.3K Hold
676
– – 0.01% 250
2016
Q2 		$20.5K Hold
676
– – 0.01% 237
2016
Q1 		$17K Buy
+676
New +$17.1K 0.01% 252

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kelman-Lazarov Inc's BP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of BP (BP) in Q1 2017, closing a stake of 664 shares — an estimated $21.3K sold.

Kelman-Lazarov Inc first reported a position in BP in Q1 2016 and held it in 4 quarters. The position peaked at $21.3K in Q4 2016. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining BP position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 664 BP shares in Q1 2017, an estimated $21.3K.
  • Kelman-Lazarov Inc first reported a position in BP in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's BP position peaked at $21.3K in Q4 2016.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

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