KLI
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Kelman-Lazarov Inc’s United Parcel Service UPS Stock Holding History

Kelman-Lazarov Inc’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$10.9K – 357
2016
Q3 		$10.9K Buy
+100
New +$10.9K 0.01% 289

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of United Parcel Service (UPS) in Q4 2016, closing a stake of 100 shares — an estimated $10.9K sold.

Kelman-Lazarov Inc first reported a position in UPS in Q3 2016 and held it in 1 quarter. The position peaked at $10.9K in Q3 2016. 1,317 funds tracked by Wall St. Rank hold UPS as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining United Parcel Service position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 100 United Parcel Service shares in Q4 2016, an estimated $10.9K.
  • Kelman-Lazarov Inc first reported a position in United Parcel Service in Q3 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's United Parcel Service position peaked at $10.9K in Q3 2016.
  • 1,317 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2016.

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