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Kelman-Lazarov Inc’s Cousins Properties CUZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-330
Closed -$10K – 378
2016
Q1 		$10K Buy
+330
New +$8.4K 0.01% 283

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 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 $3.38T AUM 44.17% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kelman-Lazarov Inc's CUZ Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of Cousins Properties (CUZ) in Q2 2016, closing a stake of 330 shares — an estimated $10K sold.

Kelman-Lazarov Inc first reported a position in CUZ in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 218 funds tracked by Wall St. Rank hold CUZ as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining Cousins Properties position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 330 Cousins Properties shares in Q2 2016, an estimated $10K.
  • Kelman-Lazarov Inc first reported a position in Cousins Properties in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Cousins Properties position peaked at $10K in Q1 2016.
  • 218 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.