Kelman-Lazarov Inc’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10	Closed	-$345	–	290
2016 Q4	$345	Hold	10	–	–	﹤0.01%	298
2016 Q3	$387	Hold	10	–	–	﹤0.01%	361
2016 Q2	$442	Hold	10	–	–	﹤0.01%	353
2016 Q1	$0	Buy	+10	New	+$503	﹤0.01%	371

Other funds holding KWT

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of VanEck Vectors Solar Energy ETF (KWT) in Q1 2017, closing a stake of 10 shares — an estimated $345 sold.

Kelman-Lazarov Inc first reported a position in KWT in Q1 2016 and held it in 4 quarters. The position peaked at $442 in Q2 2016. 13 funds tracked by Wall St. Rank hold KWT as of Q1 2017.

Kelman-Lazarov Inc reported no remaining VanEck Vectors Solar Energy ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 10 VanEck Vectors Solar Energy ETF shares in Q1 2017, an estimated $345.
Kelman-Lazarov Inc first reported a position in VanEck Vectors Solar Energy ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's VanEck Vectors Solar Energy ETF position peaked at $442 in Q2 2016.
13 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q1 2017.

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