KLI
WBA

Kelman-Lazarov Inc’s Walgreens Boots Alliance WBA Stock Holding History

Kelman-Lazarov Inc’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-301
Closed -$24.2K – 361
2016
Q3 		$24.2K Hold
301
– – 0.01% 236
2016
Q2 		$25K Hold
301
– – 0.01% 222
2016
Q1 		$26K Buy
+301
New +$24K 0.02% 228

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Walgreens Boots Alliance (WBA) in Q4 2016, closing a stake of 301 shares — an estimated $24.2K sold.

Kelman-Lazarov Inc first reported a position in WBA in Q1 2016 and held it in 3 quarters. The position peaked at $26K in Q1 2016. 1,304 funds tracked by Wall St. Rank hold WBA as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Walgreens Boots Alliance position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 301 Walgreens Boots Alliance shares in Q4 2016, an estimated $24.2K.
  • Kelman-Lazarov Inc first reported a position in Walgreens Boots Alliance in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Walgreens Boots Alliance position peaked at $26K in Q1 2016.
  • 1,304 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2016.

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