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Kelman-Lazarov Inc’s iShares MSCI Canada ETF EWC Stock Holding History

Kelman-Lazarov Inc’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-950
Closed -$24K – 323
2016
Q3 		$24K Hold
950
– – 0.01% 237
2016
Q2 		$23.6K Hold
950
– – 0.01% 227
2016
Q1 		$22K Buy
+950
New +$20.4K 0.01% 241

Other funds holding EWC

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of iShares MSCI Canada ETF (EWC) in Q4 2016, closing a stake of 950 shares — an estimated $24K sold.

Kelman-Lazarov Inc first reported a position in EWC in Q1 2016 and held it in 3 quarters. The position peaked at $24K in Q3 2016. 250 funds tracked by Wall St. Rank hold EWC as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining iShares MSCI Canada ETF position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 950 iShares MSCI Canada ETF shares in Q4 2016, an estimated $24K.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI Canada ETF in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's iShares MSCI Canada ETF position peaked at $24K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2016.

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