Kelman-Lazarov Inc’s Reinsurance Group of America RGA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,750	Closed	-$285K	–	90
2019 Q4	$285K	Hold	1,750	–	–	0.13%	80
2019 Q3	$280K	Hold	1,750	–	–	0.14%	80
2019 Q2	$273K	Sell	1,750 -500	-22%	-$74.8K	0.14%	79
2019 Q1	$319K	Hold	2,250	–	–	0.17%	78
2018 Q4	$316K	Buy	2,250 +500	+29%	+$70.9K	0.2%	78
2018 Q3	$253K	Sell	1,750 -50	-3%	-$7.07K	0.15%	90
2018 Q2	$240K	Sell	1,800 -450	-20%	-$67.1K	0.13%	97
2018 Q1	$347K	Hold	2,250	–	–	0.19%	86
2017 Q4	$351K	Hold	2,250	–	–	0.18%	91
2017 Q3	$314K	Sell	2,250 -50	-2%	-$6.76K	0.17%	94
2017 Q2	$295K	Hold	2,300	–	–	0.16%	96
2017 Q1	$292K	Sell	2,300 -150	-6%	-$19K	0.19%	89
2016 Q4	$308K	Hold	2,450	–	–	0.17%	95
2016 Q3	$262K	Hold	2,450	–	–	0.15%	99
2016 Q2	$236K	Hold	2,450	–	–	0.13%	106
2016 Q1	$237K	Buy	+2,450	New	+$216K	0.14%	112

Other funds holding RGA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Kelman-Lazarov Inc's RGA Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Reinsurance Group of America (RGA) in Q1 2020, closing a stake of 1,750 shares — an estimated $285K sold.

Kelman-Lazarov Inc first reported a position in RGA in Q1 2016 and held it in 16 quarters. The position peaked at $351K in Q4 2017. 429 funds tracked by Wall St. Rank hold RGA as of Q1 2020.

Kelman-Lazarov Inc reported no remaining Reinsurance Group of America position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,750 Reinsurance Group of America shares in Q1 2020, an estimated $285K.
Kelman-Lazarov Inc first reported a position in Reinsurance Group of America in Q1 2016 and held it in 16 quarters.
Kelman-Lazarov Inc's Reinsurance Group of America position peaked at $351K in Q4 2017.
429 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.