Kelman-Lazarov Inc’s Nike NKE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-900	Closed	-$45.7K	–	198
2016 Q4	$45.7K	Hold	900	–	–	0.03%	168
2016 Q3	$46.9K	Buy	900 +400	+80%	+$22.6K	0.03%	181
2016 Q2	$27.8K	Buy	+500	New	+$28.5K	0.02%	216

Other funds holding NKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Kelman-Lazarov Inc sold out of Nike (NKE) in Q1 2017, closing a stake of 900 shares — an estimated $45.7K sold.

Kelman-Lazarov Inc first reported a position in NKE in Q2 2016 and held it in 3 quarters. The position peaked at $46.9K in Q3 2016. 1,340 funds tracked by Wall St. Rank hold NKE as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Nike position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 900 Nike shares in Q1 2017, an estimated $45.7K.
Kelman-Lazarov Inc first reported a position in Nike in Q2 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's Nike position peaked at $46.9K in Q3 2016.
1,340 funds tracked by Wall St. Rank held Nike as of Q1 2017.

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