Kelman-Lazarov Inc’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-740	Closed	-$35.1K	–	173
2016 Q4	$35.1K	Hold	740	–	–	0.02%	186
2016 Q3	$37.2K	Hold	740	–	–	0.02%	198
2016 Q2	$37.6K	Sell	740 -400	-35%	-$20K	0.02%	187
2016 Q1	$55K	Buy	+1,140	New	+$54.4K	0.03%	176

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of iShares Global Healthcare ETF (IXJ) in Q1 2017, closing a stake of 740 shares — an estimated $35.1K sold.

Kelman-Lazarov Inc first reported a position in IXJ in Q1 2016 and held it in 4 quarters. The position peaked at $55K in Q1 2016. 140 funds tracked by Wall St. Rank hold IXJ as of Q1 2017.

Kelman-Lazarov Inc reported no remaining iShares Global Healthcare ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 740 iShares Global Healthcare ETF shares in Q1 2017, an estimated $35.1K.
Kelman-Lazarov Inc first reported a position in iShares Global Healthcare ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's iShares Global Healthcare ETF position peaked at $55K in Q1 2016.
140 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2017.

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