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Kelman-Lazarov Inc’s Vodafone VOD Stock Holding History

Kelman-Lazarov Inc’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-95
Closed -$2.32K – 253
2016
Q4 		$2.32K Hold
95
– – ﹤0.01% 283
2016
Q3 		$2.78K Hold
95
– – ﹤0.01% 331
2016
Q2 		$2.93K Hold
95
– – ﹤0.01% 320
2016
Q1 		$3K Buy
+95
New +$2.96K ﹤0.01% 319

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Vodafone (VOD) in Q1 2017, closing a stake of 95 shares — an estimated $2.32K sold.

Kelman-Lazarov Inc first reported a position in VOD in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 616 funds tracked by Wall St. Rank hold VOD as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Vodafone position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 95 Vodafone shares in Q1 2017, an estimated $2.32K.
  • Kelman-Lazarov Inc first reported a position in Vodafone in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Vodafone position peaked at $3K in Q1 2016.
  • 616 funds tracked by Wall St. Rank held Vodafone as of Q1 2017.

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