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Kelman-Lazarov Inc’s Kroger KR Stock Holding History

Kelman-Lazarov Inc’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$13.8K – 179
2016
Q4 		$13.8K Sell
400
-500
-56% -$16.3K 0.01% 238
2016
Q3 		$26.1K Hold
900
– – 0.01% 229
2016
Q2 		$32.9K Sell
900
-500
-36% -$18K 0.02% 197
2016
Q1 		$54K Buy
+1,400
New +$54K 0.03% 180

Other funds holding KR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelman-Lazarov Inc's KR Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Kroger (KR) in Q1 2017, closing a stake of 400 shares — an estimated $13.8K sold.

Kelman-Lazarov Inc first reported a position in KR in Q1 2016 and held it in 4 quarters. The position peaked at $54K in Q1 2016. 781 funds tracked by Wall St. Rank hold KR as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Kroger position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Kroger shares in Q1 2017, an estimated $13.8K.
  • Kelman-Lazarov Inc first reported a position in Kroger in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Kroger position peaked at $54K in Q1 2016.
  • 781 funds tracked by Wall St. Rank held Kroger as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.