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Kelman-Lazarov Inc’s Ericsson ERIC Stock Holding History

Kelman-Lazarov Inc’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-80
Closed -$466 – 145
2016
Q4 		$466 Hold
80
– – ﹤0.01% 297
2016
Q3 		$572 Hold
80
– – ﹤0.01% 353
2016
Q2 		$614 Hold
80
– – ﹤0.01% 346
2016
Q1 		$1K Buy
+80
New +$737 ﹤0.01% 333

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Ericsson (ERIC) in Q1 2017, closing a stake of 80 shares — an estimated $466 sold.

Kelman-Lazarov Inc first reported a position in ERIC in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 215 funds tracked by Wall St. Rank hold ERIC as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Ericsson position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 80 Ericsson shares in Q1 2017, an estimated $466.
  • Kelman-Lazarov Inc first reported a position in Ericsson in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Ericsson position peaked at $1K in Q1 2016.
  • 215 funds tracked by Wall St. Rank held Ericsson as of Q1 2017.

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