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Kelman-Lazarov Inc’s Ford F Stock Holding History

Kelman-Lazarov Inc’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,340
Closed -$116K – 122
2017
Q2 		$116K Buy
+10,340
New +$115K 0.06% 114
2017
Q1 		– Sell
-60,892
Closed -$739K – 148
2016
Q4 		$739K Sell
60,892
-14,903
-20% -$181K 0.42% 65
2016
Q3 		$925K Sell
75,795
-12,750
-14% -$161K 0.52% 57
2016
Q2 		$1.13M Buy
88,545
+26,215
+42% +$346K 0.64% 48
2016
Q1 		$817K Buy
+62,330
New +$784K 0.48% 63

Other funds holding F

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kelman-Lazarov Inc's F Position: Q3 2017 in Review

Kelman-Lazarov Inc sold out of Ford (F) in Q3 2017, closing a stake of 10,340 shares — an estimated $116K sold.

Kelman-Lazarov Inc first reported a position in F in Q1 2016 and held it in 5 quarters. The position peaked at $1.13M in Q2 2016. 1,065 funds tracked by Wall St. Rank hold F as of Q3 2017.

  • Kelman-Lazarov Inc reported no remaining Ford position as of Q3 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 10,340 Ford shares in Q3 2017, an estimated $116K.
  • Kelman-Lazarov Inc first reported a position in Ford in Q1 2016 and held it in 5 quarters.
  • Kelman-Lazarov Inc's Ford position peaked at $1.13M in Q2 2016.
  • 1,065 funds tracked by Wall St. Rank held Ford as of Q3 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2017, filed 5 Oct 2017.