Kelman-Lazarov Inc’s Zoetis ZTS Stock Holding History

Kelman-Lazarov Inc’s Portfolio ZTS Stock Details ZTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-262	Closed	-$14K	–	264
2016 Q4	$14K	Buy	+262	New	+$13.3K	0.01%	237

Other funds holding ZTS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Zoetis (ZTS) in Q1 2017, closing a stake of 262 shares — an estimated $14K sold.

Kelman-Lazarov Inc first reported a position in ZTS in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 733 funds tracked by Wall St. Rank hold ZTS as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Zoetis position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 262 Zoetis shares in Q1 2017, an estimated $14K.
Kelman-Lazarov Inc first reported a position in Zoetis in Q4 2016 and held it in 1 quarter.
Kelman-Lazarov Inc's Zoetis position peaked at $14K in Q4 2016.
733 funds tracked by Wall St. Rank held Zoetis as of Q1 2017.

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