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Kelman-Lazarov Inc’s Block Inc XYZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$14K – 365
2016
Q3 		$14K Hold
1,200
– – 0.01% 272
2016
Q2 		$11.1K Hold
1,200
– – 0.01% 275
2016
Q1 		$17K Buy
+1,200
New +$13K 0.01% 256

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Block Inc (XYZ) in Q4 2016, closing a stake of 1,200 shares — an estimated $14K sold.

Kelman-Lazarov Inc first reported a position in XYZ in Q1 2016 and held it in 3 quarters. The position peaked at $17K in Q1 2016. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Block Inc position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,200 Block Inc shares in Q4 2016, an estimated $14K.
  • Kelman-Lazarov Inc first reported a position in Block Inc in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Block Inc position peaked at $17K in Q1 2016.
  • 234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

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