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Kelman-Lazarov Inc’s General Motors GM Stock Holding History

Kelman-Lazarov Inc’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,437
Closed -$46.2K – 330
2016
Q3 		$46.2K Hold
1,437
– – 0.03% 184
2016
Q2 		$41.5K Buy
1,437
+1,000
+229% +$30.4K 0.02% 183
2016
Q1 		$13K Buy
+437
New +$13.1K 0.01% 269

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of General Motors (GM) in Q4 2016, closing a stake of 1,437 shares — an estimated $46.2K sold.

Kelman-Lazarov Inc first reported a position in GM in Q1 2016 and held it in 3 quarters. The position peaked at $46.2K in Q3 2016. 969 funds tracked by Wall St. Rank hold GM as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining General Motors position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,437 General Motors shares in Q4 2016, an estimated $46.2K.
  • Kelman-Lazarov Inc first reported a position in General Motors in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's General Motors position peaked at $46.2K in Q3 2016.
  • 969 funds tracked by Wall St. Rank held General Motors as of Q4 2016.

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