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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of VanEck Agribusiness ETF (MOO) in Q1 2017, closing a stake of 1,000 shares — an estimated $51.3K sold.

Kelman-Lazarov Inc first reported a position in MOO in Q1 2016 and held it in 4 quarters. The position peaked at $2.35M in Q1 2016. 125 funds tracked by Wall St. Rank hold MOO as of Q1 2017.

Kelman-Lazarov Inc reported no remaining VanEck Agribusiness ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,000 VanEck Agribusiness ETF shares in Q1 2017, an estimated $51.3K.
Kelman-Lazarov Inc first reported a position in VanEck Agribusiness ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's VanEck Agribusiness ETF position peaked at $2.35M in Q1 2016.
125 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q1 2017.

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