KLI
APF

Kelman-Lazarov Inc’s Morgan Stanley Asia Pacific Fund APF Stock Holding History

Kelman-Lazarov Inc’s Portfolio APF Stock Details APF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-15,443
Closed -$257K – 128
2017
Q2 		$257K Sell
15,443
-3,728
-19% -$59.9K 0.14% 104
2017
Q1 		$294K Sell
19,171
-1,701
-8% -$24.8K 0.19% 88
2016
Q4 		$282K Hold
20,872
– – 0.16% 96
2016
Q3 		$313K Hold
20,872
– – 0.18% 95
2016
Q2 		$289K Hold
20,872
– – 0.17% 99
2016
Q1 		$285K Buy
+20,872
New +$265K 0.17% 103

Other funds holding APF

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelman-Lazarov Inc's APF Position: Q3 2017 in Review

Kelman-Lazarov Inc sold out of Morgan Stanley Asia Pacific Fund (APF) in Q3 2017, closing a stake of 15,443 shares — an estimated $257K sold.

Kelman-Lazarov Inc first reported a position in APF in Q1 2016 and held it in 6 quarters. The position peaked at $313K in Q3 2016. 44 funds tracked by Wall St. Rank hold APF as of Q3 2017.

  • Kelman-Lazarov Inc reported no remaining Morgan Stanley Asia Pacific Fund position as of Q3 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 15,443 Morgan Stanley Asia Pacific Fund shares in Q3 2017, an estimated $257K.
  • Kelman-Lazarov Inc first reported a position in Morgan Stanley Asia Pacific Fund in Q1 2016 and held it in 6 quarters.
  • Kelman-Lazarov Inc's Morgan Stanley Asia Pacific Fund position peaked at $313K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Morgan Stanley Asia Pacific Fund as of Q3 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2017, filed 5 Oct 2017.