Kelman-Lazarov Inc’s NNN REIT NNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-200	Closed	-$8.84K	–	199
2016 Q4	$8.84K	Hold	200	–	–	0.01%	262
2016 Q3	$9.8K	Hold	200	–	–	0.01%	300
2016 Q2	$10.4K	Hold	200	–	–	0.01%	282
2016 Q1	$9K	Buy	+200	New	+$8.69K	0.01%	292

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of NNN REIT (NNN) in Q1 2017, closing a stake of 200 shares — an estimated $8.84K sold.

Kelman-Lazarov Inc first reported a position in NNN in Q1 2016 and held it in 4 quarters. The position peaked at $10.4K in Q2 2016. 343 funds tracked by Wall St. Rank hold NNN as of Q1 2017.

Kelman-Lazarov Inc reported no remaining NNN REIT position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 200 NNN REIT shares in Q1 2017, an estimated $8.84K.
Kelman-Lazarov Inc first reported a position in NNN REIT in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's NNN REIT position peaked at $10.4K in Q2 2016.
343 funds tracked by Wall St. Rank held NNN REIT as of Q1 2017.

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