Kelman-Lazarov Inc’s Aberdeen Israel Fund ISL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-25,904	Closed	-$505K	–	113
2018 Q1	$505K	Sell	25,904 -5,296	-17%	-$108K	0.27%	79
2017 Q4	$599K	Sell	31,200 -7,100	-19%	-$144K	0.31%	76
2017 Q3	$785K	Sell	38,300 -250	-0.6%	-$4.9K	0.41%	64
2017 Q2	$745K	Hold	38,550	–	–	0.41%	68
2017 Q1	$676K	Sell	38,550 -3,000	-7%	-$50.2K	0.44%	64
2016 Q4	$668K	Hold	41,550	–	–	0.38%	67
2016 Q3	$681K	Hold	41,550	–	–	0.39%	68
2016 Q2	$683K	Sell	41,550 -2,000	-5%	-$33.7K	0.39%	73
2016 Q1	$742K	Buy	+43,550	New	+$720K	0.43%	71

Other funds holding ISL

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kelman-Lazarov Inc's ISL Position: Q2 2018 in Review

Kelman-Lazarov Inc sold out of Aberdeen Israel Fund (ISL) in Q2 2018, closing a stake of 25,904 shares — an estimated $505K sold.

Kelman-Lazarov Inc first reported a position in ISL in Q1 2016 and held it in 9 quarters. The position peaked at $785K in Q3 2017. 1 fund tracked by Wall St. Rank holds ISL as of Q2 2018.

Kelman-Lazarov Inc reported no remaining Aberdeen Israel Fund position as of Q2 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 25,904 Aberdeen Israel Fund shares in Q2 2018, an estimated $505K.
Kelman-Lazarov Inc first reported a position in Aberdeen Israel Fund in Q1 2016 and held it in 9 quarters.
Kelman-Lazarov Inc's Aberdeen Israel Fund position peaked at $785K in Q3 2017.
1 fund tracked by Wall St. Rank held Aberdeen Israel Fund as of Q2 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2018, filed 3 Aug 2018.