Kelman-Lazarov Inc’s Invesco International Dividend Achievers ETF PID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,200	Closed	-$169K	–	117
2017 Q4	$169K	Hold	10,200	–	–	0.09%	113
2017 Q3	$165K	Sell	10,200 -3,225	-24%	-$50.8K	0.09%	111
2017 Q2	$206K	Buy	+13,425	New	+$204K	0.11%	109
2017 Q1	–	Sell	-14,325	Closed	-$206K	–	208
2016 Q4	$206K	Hold	14,325	–	–	0.12%	108
2016 Q3	$210K	Sell	14,325 -6,850	-32%	-$98.9K	0.12%	107
2016 Q2	$299K	Sell	21,175 -2,400	-10%	-$34K	0.17%	98
2016 Q1	$323K	Buy	+23,575	New	+$302K	0.19%	101

Other funds holding PID

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Kelman-Lazarov Inc's PID Position: Q1 2018 in Review

Kelman-Lazarov Inc sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2018, closing a stake of 10,200 shares — an estimated $169K sold.

Kelman-Lazarov Inc first reported a position in PID in Q1 2016 and held it in 7 quarters. The position peaked at $323K in Q1 2016. 109 funds tracked by Wall St. Rank hold PID as of Q1 2018.

Kelman-Lazarov Inc reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 10,200 Invesco International Dividend Achievers ETF shares in Q1 2018, an estimated $169K.
Kelman-Lazarov Inc first reported a position in Invesco International Dividend Achievers ETF in Q1 2016 and held it in 7 quarters.
Kelman-Lazarov Inc's Invesco International Dividend Achievers ETF position peaked at $323K in Q1 2016.
109 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2018, filed 8 May 2018.