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Kelman-Lazarov Inc’s iShares Global 100 ETF IOO Stock Holding History

Kelman-Lazarov Inc’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$7.19K – 389
2016
Q2 		$7.19K Buy
+200
New +$7.23K ﹤0.01% 301

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Kelman-Lazarov Inc's IOO Position: Q3 2016 in Review

Kelman-Lazarov Inc sold out of iShares Global 100 ETF (IOO) in Q3 2016, closing a stake of 200 shares — an estimated $7.19K sold.

Kelman-Lazarov Inc first reported a position in IOO in Q2 2016 and held it in 1 quarter. The position peaked at $7.19K in Q2 2016. 97 funds tracked by Wall St. Rank hold IOO as of Q3 2016.

  • Kelman-Lazarov Inc reported no remaining iShares Global 100 ETF position as of Q3 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 200 iShares Global 100 ETF shares in Q3 2016, an estimated $7.19K.
  • Kelman-Lazarov Inc first reported a position in iShares Global 100 ETF in Q2 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's iShares Global 100 ETF position peaked at $7.19K in Q2 2016.
  • 97 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2016, filed 11 Oct 2016.