KLI
BML.PRI.CL

Kelman-Lazarov Inc’s Bank Of America Corporation BML.PRI.CL Stock Holding History

Kelman-Lazarov Inc’s Portfolio BML.PRI.CL Stock Details BML.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,560
Closed -$39.1K – 286
2016
Q4 		$39.1K Sell
1,560
-440
-22% -$11.1K 0.02% 179
2016
Q3 		$51.3K Hold
2,000
– – 0.03% 173
2016
Q2 		$51.3K Hold
2,000
– – 0.03% 169
2016
Q1 		$51K Buy
+2,000
New +$51.3K 0.03% 183

Other funds holding BML.PRI.CL

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Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM