KLI
AAC

Kelman-Lazarov Inc’s AAC Holdings AAC Stock Holding History

Kelman-Lazarov Inc’s Portfolio AAC Stock Details AAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-753
Closed -$13.1K – 374
2016
Q3 		$13.1K Hold
753
– – 0.01% 275
2016
Q2 		$17.1K Buy
753
+700
+1,321% +$14.3K 0.01% 246
2016
Q1 		$1K Buy
+53
New +$1K ﹤0.01% 348

Other funds holding AAC

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of AAC Holdings (AAC) in Q4 2016, closing a stake of 753 shares — an estimated $13.1K sold.

Kelman-Lazarov Inc first reported a position in AAC in Q1 2016 and held it in 3 quarters. The position peaked at $17.1K in Q2 2016. 73 funds tracked by Wall St. Rank hold AAC as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining AAC Holdings position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 753 AAC Holdings shares in Q4 2016, an estimated $13.1K.
  • Kelman-Lazarov Inc first reported a position in AAC Holdings in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's AAC Holdings position peaked at $17.1K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held AAC Holdings as of Q4 2016.

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