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Kelman-Lazarov Inc’s Fortinet FTNT Stock Holding History

Kelman-Lazarov Inc’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,450
Closed -$10.7K – 328
2016
Q3 		$10.7K Hold
1,450
– – 0.01% 290
2016
Q2 		$9.19K Hold
1,450
– – 0.01% 290
2016
Q1 		$9K Buy
+1,450
New +$8.01K 0.01% 289

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Fortinet (FTNT) in Q4 2016, closing a stake of 1,450 shares — an estimated $10.7K sold.

Kelman-Lazarov Inc first reported a position in FTNT in Q1 2016 and held it in 3 quarters. The position peaked at $10.7K in Q3 2016. 362 funds tracked by Wall St. Rank hold FTNT as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Fortinet position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,450 Fortinet shares in Q4 2016, an estimated $10.7K.
  • Kelman-Lazarov Inc first reported a position in Fortinet in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Fortinet position peaked at $10.7K in Q3 2016.
  • 362 funds tracked by Wall St. Rank held Fortinet as of Q4 2016.

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