KLI
AEF

Kelman-Lazarov Inc’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Kelman-Lazarov Inc’s Portfolio AEF Stock Details AEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,461
Closed -$98K – 95
2018
Q4 		$98K Sell
15,461
-3,094
-17% -$20.2K 0.06% 91
2018
Q3 		$127K Sell
18,555
-15,514
-46% -$107K 0.07% 97
2018
Q2 		$238K Buy
+34,069
New +$293K 0.13% 98

Other funds holding AEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Kelman-Lazarov Inc's AEF Position: Q1 2019 in Review

Kelman-Lazarov Inc sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q1 2019, closing a stake of 15,461 shares — an estimated $98K sold.

Kelman-Lazarov Inc first reported a position in AEF in Q2 2018 and held it in 3 quarters. The position peaked at $238K in Q2 2018. 70 funds tracked by Wall St. Rank hold AEF as of Q1 2019.

  • Kelman-Lazarov Inc reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q1 2019 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 15,461 abrdn Emerging Markets Equity Income Fund shares in Q1 2019, an estimated $98K.
  • Kelman-Lazarov Inc first reported a position in abrdn Emerging Markets Equity Income Fund in Q2 2018 and held it in 3 quarters.
  • Kelman-Lazarov Inc's abrdn Emerging Markets Equity Income Fund position peaked at $238K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q1 2019.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2019, filed 8 May 2019.