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Kelman-Lazarov Inc’s United Therapeutics UTHR Stock Holding History

Kelman-Lazarov Inc’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125
Closed -$14.7K – 359
2016
Q3 		$14.7K Buy
+125
New +$15K 0.01% 269

Other funds holding UTHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of United Therapeutics (UTHR) in Q4 2016, closing a stake of 125 shares — an estimated $14.7K sold.

Kelman-Lazarov Inc first reported a position in UTHR in Q3 2016 and held it in 1 quarter. The position peaked at $14.7K in Q3 2016. 406 funds tracked by Wall St. Rank hold UTHR as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining United Therapeutics position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 125 United Therapeutics shares in Q4 2016, an estimated $14.7K.
  • Kelman-Lazarov Inc first reported a position in United Therapeutics in Q3 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's United Therapeutics position peaked at $14.7K in Q3 2016.
  • 406 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2016.

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