Kelman-Lazarov Inc’s Unisys UIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-20	Closed	-$196	–	356
2016 Q3	$196	Hold	20	–	–	﹤0.01%	370
2016 Q2	$143	Hold	20	–	–	﹤0.01%	366
2016 Q1	$0	Buy	+20	New	+$190	﹤0.01%	364

Other funds holding UIS

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

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

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

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

Kelman-Lazarov Inc sold out of Unisys (UIS) in Q4 2016, closing a stake of 20 shares — an estimated $196 sold.

Kelman-Lazarov Inc first reported a position in UIS in Q1 2016 and held it in 3 quarters. The position peaked at $196 in Q3 2016. 174 funds tracked by Wall St. Rank hold UIS as of Q4 2016.

Kelman-Lazarov Inc reported no remaining Unisys position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 20 Unisys shares in Q4 2016, an estimated $196.
Kelman-Lazarov Inc first reported a position in Unisys in Q1 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's Unisys position peaked at $196 in Q3 2016.
174 funds tracked by Wall St. Rank held Unisys as of Q4 2016.

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