KLI
D icon

Kelman-Lazarov Inc’s Dominion Energy D Stock Holding History

Kelman-Lazarov Inc’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,536
Closed -$111K – 318
2016
Q3 		$111K Hold
1,536
– – 0.06% 136
2016
Q2 		$120K Hold
1,536
– – 0.07% 136
2016
Q1 		$116K Buy
+1,536
New +$109K 0.07% 143

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Dominion Energy (D) in Q4 2016, closing a stake of 1,536 shares — an estimated $111K sold.

Kelman-Lazarov Inc first reported a position in D in Q1 2016 and held it in 3 quarters. The position peaked at $120K in Q2 2016. 1,019 funds tracked by Wall St. Rank hold D as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,536 Dominion Energy shares in Q4 2016, an estimated $111K.
  • Kelman-Lazarov Inc first reported a position in Dominion Energy in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Dominion Energy position peaked at $120K in Q2 2016.
  • 1,019 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

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