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Kelman-Lazarov Inc’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Kelman-Lazarov Inc’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,200
Closed -$175K – 168
2016
Q4 		$175K Hold
6,200
– – 0.1% 109
2016
Q3 		$176K Sell
6,200
-1,200
-16% -$33.2K 0.1% 110
2016
Q2 		$194K Hold
7,400
– – 0.11% 111
2016
Q1 		$201K Buy
+7,400
New +$187K 0.12% 117

Other funds holding IPKW

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2017, closing a stake of 6,200 shares — an estimated $175K sold.

Kelman-Lazarov Inc first reported a position in IPKW in Q1 2016 and held it in 4 quarters. The position peaked at $201K in Q1 2016. 35 funds tracked by Wall St. Rank hold IPKW as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 6,200 Invesco International BuyBack Achievers ETF shares in Q1 2017, an estimated $175K.
  • Kelman-Lazarov Inc first reported a position in Invesco International BuyBack Achievers ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Invesco International BuyBack Achievers ETF position peaked at $201K in Q1 2016.
  • 35 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2017.

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