KLI
UN

Kelman-Lazarov Inc’s Unilever NV New York Registry Shares UN Stock Holding History

Kelman-Lazarov Inc’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$16.4K – 292
2016
Q4 		$16.4K Hold
400
– – 0.01% 227
2016
Q3 		$18.6K Hold
400
– – 0.01% 254
2016
Q2 		$18.8K Buy
+400
New +$17.9K 0.01% 241

Other funds holding UN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Unilever NV New York Registry Shares (UN) in Q1 2017, closing a stake of 400 shares — an estimated $16.4K sold.

Kelman-Lazarov Inc first reported a position in UN in Q2 2016 and held it in 3 quarters. The position peaked at $18.8K in Q2 2016. 496 funds tracked by Wall St. Rank hold UN as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Unilever NV New York Registry Shares position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Unilever NV New York Registry Shares shares in Q1 2017, an estimated $16.4K.
  • Kelman-Lazarov Inc first reported a position in Unilever NV New York Registry Shares in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Unilever NV New York Registry Shares position peaked at $18.8K in Q2 2016.
  • 496 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q1 2017.

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