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Kelman-Lazarov Inc’s SiriusXM SIRI Stock Holding History

Kelman-Lazarov Inc’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-125
Closed -$5.56K – 222
2016
Q4 		$5.56K Sell
125
-240
-66% -$10.4K ﹤0.01% 269
2016
Q3 		$15.3K Hold
365
– – 0.01% 262
2016
Q2 		$14.5K Hold
365
– – 0.01% 259
2016
Q1 		$14K Buy
+365
New +$13.6K 0.01% 268

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of SiriusXM (SIRI) in Q1 2017, closing a stake of 125 shares — an estimated $5.56K sold.

Kelman-Lazarov Inc first reported a position in SIRI in Q1 2016 and held it in 4 quarters. The position peaked at $15.3K in Q3 2016. 483 funds tracked by Wall St. Rank hold SIRI as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining SiriusXM position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 125 SiriusXM shares in Q1 2017, an estimated $5.56K.
  • Kelman-Lazarov Inc first reported a position in SiriusXM in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's SiriusXM position peaked at $15.3K in Q3 2016.
  • 483 funds tracked by Wall St. Rank held SiriusXM as of Q1 2017.

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