KLI
JCAP

Kelman-Lazarov Inc’s Jernigan Capital, Inc. JCAP Stock Holding History

Kelman-Lazarov Inc’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,300
Closed -$23.4K – 372
2016
Q3 		$23.4K Hold
1,300
– – 0.01% 238
2016
Q2 		$18.1K Hold
1,300
– – 0.01% 243
2016
Q1 		$19K Buy
+1,300
New +$19.3K 0.01% 250

Other funds holding JCAP

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of Jernigan Capital, Inc. (JCAP) in Q4 2016, closing a stake of 1,300 shares — an estimated $23.4K sold.

Kelman-Lazarov Inc first reported a position in JCAP in Q1 2016 and held it in 3 quarters. The position peaked at $23.4K in Q3 2016. 45 funds tracked by Wall St. Rank hold JCAP as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Jernigan Capital, Inc. position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,300 Jernigan Capital, Inc. shares in Q4 2016, an estimated $23.4K.
  • Kelman-Lazarov Inc first reported a position in Jernigan Capital, Inc. in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Jernigan Capital, Inc. position peaked at $23.4K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Jernigan Capital, Inc. as of Q4 2016.

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