AIA
LOR

Alera Investment Advisors’s Lazard World Dividend & Income Fund, Inc. LOR Stock Holding History

Alera Investment Advisors’s Portfolio LOR Stock Details LOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-325
Closed -$3K – 1396
2018
Q4 		$3K Buy
+325
New +$2.97K ﹤0.01% 722

Other funds holding LOR

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Alera Investment Advisors's LOR Position: Q1 2019 in Review

Alera Investment Advisors sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q1 2019, closing a stake of 325 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in LOR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 27 funds tracked by Wall St. Rank hold LOR as of Q1 2019.

  • Alera Investment Advisors reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 325 Lazard World Dividend & Income Fund, Inc. shares in Q1 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Lazard World Dividend & Income Fund, Inc. in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Lazard World Dividend & Income Fund, Inc. position peaked at $3K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.