Kelman-Lazarov Inc’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-46	Closed	-$2.32K	–	223
2016 Q4	$2.32K	Hold	46	–	–	﹤0.01%	282
2016 Q3	$2.45K	Hold	46	–	–	﹤0.01%	333
2016 Q2	$2.31K	Hold	46	–	–	﹤0.01%	326
2016 Q1	$2K	Buy	+46	New	+$2.29K	﹤0.01%	329

Other funds holding SMOG

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

Kelman-Lazarov Inc sold out of VanEck Low Carbon Energy ETF (SMOG) in Q1 2017, closing a stake of 46 shares — an estimated $2.32K sold.

Kelman-Lazarov Inc first reported a position in SMOG in Q1 2016 and held it in 4 quarters. The position peaked at $2.45K in Q3 2016. 39 funds tracked by Wall St. Rank hold SMOG as of Q1 2017.

Kelman-Lazarov Inc reported no remaining VanEck Low Carbon Energy ETF position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 46 VanEck Low Carbon Energy ETF shares in Q1 2017, an estimated $2.32K.
Kelman-Lazarov Inc first reported a position in VanEck Low Carbon Energy ETF in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's VanEck Low Carbon Energy ETF position peaked at $2.45K in Q3 2016.
39 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2017.

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