Kelman-Lazarov Inc’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-13,952	Closed	-$88K	–	123
2017 Q4	$88K	Hold	13,952	–	–	0.04%	118
2017 Q3	$84K	Hold	13,952	–	–	0.04%	117
2017 Q2	$79K	Buy	+13,952	New	+$77.5K	0.04%	117
2016 Q4	–	Sell	-13,952	Closed	-$72.3K	–	358
2016 Q3	$72.3K	Buy	13,952 +315	+2%	+$1.62K	0.04%	161
2016 Q2	$68.6K	Buy	13,637 +317	+2%	+$1.58K	0.04%	157
2016 Q1	$66K	Buy	+13,320	New	+$63K	0.04%	169

Other funds holding USA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Kelman-Lazarov Inc's USA Position: Q1 2018 in Review

Kelman-Lazarov Inc sold out of Liberty All-Star Equity Fund (USA) in Q1 2018, closing a stake of 13,952 shares — an estimated $88K sold.

Kelman-Lazarov Inc first reported a position in USA in Q1 2016 and held it in 6 quarters. The position peaked at $88K in Q4 2017. 137 funds tracked by Wall St. Rank hold USA as of Q1 2018.

Kelman-Lazarov Inc reported no remaining Liberty All-Star Equity Fund position as of Q1 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 13,952 Liberty All-Star Equity Fund shares in Q1 2018, an estimated $88K.
Kelman-Lazarov Inc first reported a position in Liberty All-Star Equity Fund in Q1 2016 and held it in 6 quarters.
Kelman-Lazarov Inc's Liberty All-Star Equity Fund position peaked at $88K in Q4 2017.
137 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2018, filed 8 May 2018.