KLI
TOLZ icon

Kelman-Lazarov Inc’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Kelman-Lazarov Inc’s Portfolio TOLZ Stock Details TOLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-260
Closed -$10.2K – 239
2016
Q4 		$10.2K Buy
+260
New +$10.2K 0.01% 258

Other funds holding TOLZ

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Kelman-Lazarov Inc sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q1 2017, closing a stake of 260 shares — an estimated $10.2K sold.

Kelman-Lazarov Inc first reported a position in TOLZ in Q4 2016 and held it in 1 quarter. The position peaked at $10.2K in Q4 2016. 17 funds tracked by Wall St. Rank hold TOLZ as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 260 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2017, an estimated $10.2K.
  • Kelman-Lazarov Inc first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q4 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $10.2K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2017.

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