AIM
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Advantage Investment Management’s Lazard LAZ Stock Holding History

Advantage Investment Management’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
2016
Q1 		– Sell
-2,609
Closed -$117K – 885
2015
Q4 		$117K Buy
2,609
+1,509
+137% +$69.1K 0.06% 209
2015
Q3 		$48K Hold
1,100
– – 0.03% 317
2015
Q2 		$62K Hold
1,100
– – 0.03% 307
2015
Q1 		$58K Hold
1,100
– – 0.03% 306
2014
Q4 		$55K Buy
+1,100
New +$54.5K 0.04% 296

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Advantage Investment Management's LAZ Position: Q1 2016 in Review

Advantage Investment Management sold out of Lazard (LAZ) in Q1 2016, closing a stake of 2,609 shares — an estimated $117K sold.

Advantage Investment Management first reported a position in LAZ in Q4 2014 and held it in 5 quarters. The position peaked at $117K in Q4 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Advantage Investment Management reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Advantage Investment Management sold 2,609 Lazard shares in Q1 2016, an estimated $117K.
  • Advantage Investment Management first reported a position in Lazard in Q4 2014 and held it in 5 quarters.
  • Advantage Investment Management's Lazard position peaked at $117K in Q4 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Advantage Investment Management's 13F filing for Q1 2016, filed 27 Mar 2017.