Kelman-Lazarov Inc’s General American Investors Company GAM Stock Holding History

Kelman-Lazarov Inc’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,904	Closed	-$449K	–	81
2019 Q4	$449K	Sell	11,904 -683	-5%	-$25.1K	0.2%	60
2019 Q3	$458K	Sell	12,587 -515	-4%	-$18.5K	0.23%	58
2019 Q2	$465K	Sell	13,102 -3,861	-23%	-$133K	0.24%	60
2019 Q1	$565K	Sell	16,963 -16,179	-49%	-$513K	0.3%	57
2018 Q4	$943K	Sell	33,142 -30,640	-48%	-$1M	0.59%	41
2018 Q3	$2.36M	Sell	63,782 -6,454	-9%	-$233K	1.38%	20
2018 Q2	$2.41M	Sell	70,236 -3,740	-5%	-$128K	1.29%	25
2018 Q1	$2.48M	Sell	73,976 -4,785	-6%	-$166K	1.33%	25
2017 Q4	$2.71M	Sell	78,761 -5,801	-7%	-$202K	1.38%	23
2017 Q3	$3.05M	Sell	84,562 -6,935	-8%	-$242K	1.61%	20
2017 Q2	$3.14M	Sell	91,497 -1,714	-2%	-$58.3K	1.72%	18
2017 Q1	$3.12M	Sell	93,211 -3,464	-4%	-$114K	2.01%	17
2016 Q4	$3.01M	Sell	96,675 -6,386	-6%	-$200K	1.7%	19
2016 Q3	$3.34M	Sell	103,061 -3,763	-4%	-$122K	1.89%	13
2016 Q2	$3.32M	Sell	106,824 -2,934	-3%	-$91.1K	1.9%	13
2016 Q1	$3.44M	Buy	+109,758	New	+$3.2M	2.01%	11

Other funds holding GAM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelman-Lazarov Inc's GAM Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of General American Investors Company (GAM) in Q1 2020, closing a stake of 11,904 shares — an estimated $449K sold.

Kelman-Lazarov Inc first reported a position in GAM in Q1 2016 and held it in 16 quarters. The position peaked at $3.44M in Q1 2016. 77 funds tracked by Wall St. Rank hold GAM as of Q1 2020.

Kelman-Lazarov Inc reported no remaining General American Investors Company position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 11,904 General American Investors Company shares in Q1 2020, an estimated $449K.
Kelman-Lazarov Inc first reported a position in General American Investors Company in Q1 2016 and held it in 16 quarters.
Kelman-Lazarov Inc's General American Investors Company position peaked at $3.44M in Q1 2016.
77 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.