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Kelman-Lazarov Inc’s VanEck Agribusiness ETF MOO Stock Holding History

Kelman-Lazarov Inc’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$51.3K – 194
2016
Q4 		$51.3K Sell
1,000
-2,225
-69% -$112K 0.03% 158
2016
Q3 		$160K Sell
3,225
-45,381
-93% -$2.25M 0.09% 115
2016
Q2 		$2.34M Sell
48,606
-1,932
-4% -$93K 1.33% 23
2016
Q1 		$2.35M Buy
+50,538
New +$2.26M 1.38% 23

Other funds holding MOO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return