KLI
GRR

Kelman-Lazarov Inc’s Asia Tigers Fund GRR Stock Holding History

Kelman-Lazarov Inc’s Portfolio GRR Stock Details GRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,000
Closed -$30.3K – 379
2016
Q3 		$30.3K Hold
3,000
– – 0.02% 220
2016
Q2 		$28.7K Hold
3,000
– – 0.02% 211
2016
Q1 		$27K Buy
+3,000
New +$25.7K 0.02% 224

Other funds holding GRR

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
DWM
Dorchester Wealth Management Montreal, Quebec, Canada $501M AUM 16.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Asia Tigers Fund (GRR) in Q4 2016, closing a stake of 3,000 shares — an estimated $30.3K sold.

Kelman-Lazarov Inc first reported a position in GRR in Q1 2016 and held it in 3 quarters. The position peaked at $30.3K in Q3 2016. 16 funds tracked by Wall St. Rank hold GRR as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Asia Tigers Fund position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,000 Asia Tigers Fund shares in Q4 2016, an estimated $30.3K.
  • Kelman-Lazarov Inc first reported a position in Asia Tigers Fund in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Asia Tigers Fund position peaked at $30.3K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Asia Tigers Fund as of Q4 2016.

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