KLI
FRED

Kelman-Lazarov Inc’s Fred's Inc FRED Stock Holding History

Kelman-Lazarov Inc’s Portfolio FRED Stock Details FRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-507
Closed -$4.99K – 375
2016
Q3 		$4.99K Hold
507
– – ﹤0.01% 321
2016
Q2 		$8.15K Hold
507
– – ﹤0.01% 296
2016
Q1 		$8K Buy
+507
New +$7.47K ﹤0.01% 298

Other funds holding FRED

AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Fred's Inc (FRED) in Q4 2016, closing a stake of 507 shares — an estimated $4.99K sold.

Kelman-Lazarov Inc first reported a position in FRED in Q1 2016 and held it in 3 quarters. The position peaked at $8.15K in Q2 2016. 122 funds tracked by Wall St. Rank hold FRED as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Fred's Inc position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 507 Fred's Inc shares in Q4 2016, an estimated $4.99K.
  • Kelman-Lazarov Inc first reported a position in Fred's Inc in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Fred's Inc position peaked at $8.15K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held Fred's Inc as of Q4 2016.

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