AGA
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Accuvest Global Advisors’s Lazard LAZ Stock Holding History

Accuvest Global Advisors’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-18,760
Closed -$939K – 83
2014
Q4 		$939K Buy
+18,760
New +$930K 0.2% 58

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Accuvest Global Advisors's LAZ Position: Q1 2015 in Review

Accuvest Global Advisors sold out of Lazard (LAZ) in Q1 2015, closing a stake of 18,760 shares — an estimated $939K sold.

Accuvest Global Advisors first reported a position in LAZ in Q4 2014 and held it in 1 quarter. The position peaked at $939K in Q4 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

  • Accuvest Global Advisors reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
  • Accuvest Global Advisors sold 18,760 Lazard shares in Q1 2015, an estimated $939K.
  • Accuvest Global Advisors first reported a position in Lazard in Q4 2014 and held it in 1 quarter.
  • Accuvest Global Advisors's Lazard position peaked at $939K in Q4 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Accuvest Global Advisors's 13F filing for Q1 2015, filed 17 Apr 2015.