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Kelman-Lazarov Inc’s Cisco CSCO Stock Holding History

Kelman-Lazarov Inc’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-800
Closed -$24.2K – 131
2016
Q4 		$24.2K Sell
800
-700
-47% -$21.3K 0.01% 210
2016
Q3 		$47K Hold
1,500
– – 0.03% 180
2016
Q2 		$43.2K Hold
1,500
– – 0.02% 181
2016
Q1 		$43K Buy
+1,500
New +$38.6K 0.03% 194

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Cisco (CSCO) in Q1 2017, closing a stake of 800 shares — an estimated $24.2K sold.

Kelman-Lazarov Inc first reported a position in CSCO in Q1 2016 and held it in 4 quarters. The position peaked at $47K in Q3 2016. 1,944 funds tracked by Wall St. Rank hold CSCO as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Cisco position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 800 Cisco shares in Q1 2017, an estimated $24.2K.
  • Kelman-Lazarov Inc first reported a position in Cisco in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Cisco position peaked at $47K in Q3 2016.
  • 1,944 funds tracked by Wall St. Rank held Cisco as of Q1 2017.

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