Kelman-Lazarov Inc’s Kopin KOPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-132	Closed	-$283	–	337
2016 Q3	$283	Hold	132	–	–	﹤0.01%	366
2016 Q2	$296	Hold	132	–	–	﹤0.01%	358
2016 Q1	$0	Buy	+132	New	+$252	﹤0.01%	361

Other funds holding KOPN

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Kopin (KOPN) in Q4 2016, closing a stake of 132 shares — an estimated $283 sold.

Kelman-Lazarov Inc first reported a position in KOPN in Q1 2016 and held it in 3 quarters. The position peaked at $296 in Q2 2016. 102 funds tracked by Wall St. Rank hold KOPN as of Q4 2016.

Kelman-Lazarov Inc reported no remaining Kopin position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 132 Kopin shares in Q4 2016, an estimated $283.
Kelman-Lazarov Inc first reported a position in Kopin in Q1 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's Kopin position peaked at $296 in Q2 2016.
102 funds tracked by Wall St. Rank held Kopin as of Q4 2016.

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