KLI
FNM.PRS

Kelman-Lazarov Inc’s FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) FNM.PRS Stock Holding History

Kelman-Lazarov Inc’s Portfolio FNM.PRS Stock Details FNM.PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,000
Closed -$11.2K – 388
2016
Q3 		$11.2K Hold
3,000
– – 0.01% 286
2016
Q2 		$13.6K Hold
3,000
– – 0.01% 261
2016
Q1 		$9K Buy
+3,000
New +$9K 0.01% 295

Other funds holding FNM.PRS

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SIG
Schaller Investment Group Winston Salem, North Carolina $95.7M AUM 14.66% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kelman-Lazarov Inc's FNM.PRS Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) (FNM.PRS) in Q4 2016, closing a stake of 3,000 shares — an estimated $11.2K sold.

Kelman-Lazarov Inc first reported a position in FNM.PRS in Q1 2016 and held it in 3 quarters. The position peaked at $13.6K in Q2 2016. 7 funds tracked by Wall St. Rank hold FNM.PRS as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,000 FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) shares in Q4 2016, an estimated $11.2K.
  • Kelman-Lazarov Inc first reported a position in FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position peaked at $13.6K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) as of Q4 2016.

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