KLI
RJD.CL

Kelman-Lazarov Inc’s Raymond James Financial Inc RJD.CL Stock Holding History

Kelman-Lazarov Inc’s Portfolio RJD.CL Stock Details RJD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,010
Closed -$26.3K – 393
2016
Q3 		$26.3K Hold
1,010
– – 0.01% 227
2016
Q2 		$26.8K Hold
1,010
– – 0.02% 217
2016
Q1 		$26K Buy
+1,010
New +$26.8K 0.02% 230

Other funds holding RJD.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Kelman-Lazarov Inc's RJD.CL Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Raymond James Financial Inc (RJD.CL) in Q4 2016, closing a stake of 1,010 shares — an estimated $26.3K sold.

Kelman-Lazarov Inc first reported a position in RJD.CL in Q1 2016 and held it in 3 quarters. The position peaked at $26.8K in Q2 2016. 8 funds tracked by Wall St. Rank hold RJD.CL as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Raymond James Financial Inc position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,010 Raymond James Financial Inc shares in Q4 2016, an estimated $26.3K.
  • Kelman-Lazarov Inc first reported a position in Raymond James Financial Inc in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Raymond James Financial Inc position peaked at $26.8K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held Raymond James Financial Inc as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.