Kelman-Lazarov Inc’s HP HPQ Stock Holding History

Kelman-Lazarov Inc’s Portfolio HPQ Stock Details HPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-15	Closed	-$230	–	334
2016 Q3	$230	Hold	15	–	–	﹤0.01%	368
2016 Q2	$191	Hold	15	–	–	﹤0.01%	364
2016 Q1	$0	Buy	+15	New	+$160	﹤0.01%	360

Other funds holding HPQ

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of HP (HPQ) in Q4 2016, closing a stake of 15 shares — an estimated $230 sold.

Kelman-Lazarov Inc first reported a position in HPQ in Q1 2016 and held it in 3 quarters. The position peaked at $230 in Q3 2016. 830 funds tracked by Wall St. Rank hold HPQ as of Q4 2016.

Kelman-Lazarov Inc reported no remaining HP position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 15 HP shares in Q4 2016, an estimated $230.
Kelman-Lazarov Inc first reported a position in HP in Q1 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's HP position peaked at $230 in Q3 2016.
830 funds tracked by Wall St. Rank held HP as of Q4 2016.

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