Advisors Preferred’s Lazard LAZ Stock Holding History

Advisors Preferred’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 Q3	–	Sell	-784	Closed	-$44K	–	237
2015 Q2	$44K	Buy	784 +608	+345%	+$33.8K	0.02%	123
2015 Q1	$9.26K	Sell	176 -1,612	-90%	-$79.4K	﹤0.01%	226
2014 Q4	$89.5K	Buy	+1,788	New	+$88.7K	0.04%	181
2014 Q2	–	Sell	-615	Closed	-$29K	–	402
2014 Q1	$29K	Buy	615 +236	+62%	+$10.6K	0.01%	294
2013 Q4	$17K	Buy	+379	New	+$15.3K	0.01%	296

Other funds holding LAZ

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisors Preferred's LAZ Position: Q3 2015 in Review

Advisors Preferred sold out of Lazard (LAZ) in Q3 2015, closing a stake of 784 shares — an estimated $44K sold.

Advisors Preferred first reported a position in LAZ in Q4 2013 and held it in 5 quarters. The position peaked at $89.5K in Q4 2014. 279 funds tracked by Wall St. Rank hold LAZ as of Q3 2015.

Advisors Preferred reported no remaining Lazard position as of Q3 2015 after selling out during the quarter.
Advisors Preferred sold 784 Lazard shares in Q3 2015, an estimated $44K.
Advisors Preferred first reported a position in Lazard in Q4 2013 and held it in 5 quarters.
Advisors Preferred's Lazard position peaked at $89.5K in Q4 2014.
279 funds tracked by Wall St. Rank held Lazard as of Q3 2015.

Based on Advisors Preferred's 13F filing for Q3 2015, filed 2 Nov 2015.