KLI
CEE

Kelman-Lazarov Inc’s Central and Eastern Europe Fund CEE Stock Holding History

Kelman-Lazarov Inc’s Portfolio CEE Stock Details CEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,300
Closed -$130K – 124
2016
Q4 		$130K Buy
+6,300
New +$122K 0.07% 127

Other funds holding CEE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Central and Eastern Europe Fund (CEE) in Q1 2017, closing a stake of 6,300 shares — an estimated $130K sold.

Kelman-Lazarov Inc first reported a position in CEE in Q4 2016 and held it in 1 quarter. The position peaked at $130K in Q4 2016. 25 funds tracked by Wall St. Rank hold CEE as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Central and Eastern Europe Fund position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 6,300 Central and Eastern Europe Fund shares in Q1 2017, an estimated $130K.
  • Kelman-Lazarov Inc first reported a position in Central and Eastern Europe Fund in Q4 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Central and Eastern Europe Fund position peaked at $130K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held Central and Eastern Europe Fund as of Q1 2017.

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