KLI
RA

Kelman-Lazarov Inc’s Brookfield Real Assets Income Fund RA Stock Holding History

Kelman-Lazarov Inc’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4
Closed -$89 – 216
2016
Q4 		$89 Buy
+4
New +$88 ﹤0.01% 304

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

Kelman-Lazarov Inc sold out of Brookfield Real Assets Income Fund (RA) in Q1 2017, closing a stake of 4 shares — an estimated $89 sold.

Kelman-Lazarov Inc first reported a position in RA in Q4 2016 and held it in 1 quarter. The position peaked at $89 in Q4 2016. 77 funds tracked by Wall St. Rank hold RA as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Brookfield Real Assets Income Fund position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 4 Brookfield Real Assets Income Fund shares in Q1 2017, an estimated $89.
  • Kelman-Lazarov Inc first reported a position in Brookfield Real Assets Income Fund in Q4 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Brookfield Real Assets Income Fund position peaked at $89 in Q4 2016.
  • 77 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q1 2017.

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