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Ativo Capital Management’s Lazard LAZ Stock Holding History

Ativo Capital 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
-29,301
Closed -$1.32M – 196
2015
Q4 		$1.32M Hold
29,301
– – 0.33% 91
2015
Q3 		$1.35M Buy
29,301
+21,600
+280% +$1.11M 0.36% 91
2015
Q2 		$413K Buy
7,701
+1,759
+30% +$97.8K 0.15% 181
2015
Q1 		$313K Buy
5,942
+142
+2% +$7K 0.12% 174
2014
Q4 		$290K Hold
5,800
– – 0.12% 195
2014
Q3 		$294K Buy
+5,800
New +$304K 0.12% 171

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

Ativo Capital Management's LAZ Position: Q1 2016 in Review

Ativo Capital Management sold out of Lazard (LAZ) in Q1 2016, closing a stake of 29,301 shares — an estimated $1.32M sold.

Ativo Capital Management first reported a position in LAZ in Q3 2014 and held it in 6 quarters. The position peaked at $1.35M in Q3 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Ativo Capital Management reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Ativo Capital Management sold 29,301 Lazard shares in Q1 2016, an estimated $1.32M.
  • Ativo Capital Management first reported a position in Lazard in Q3 2014 and held it in 6 quarters.
  • Ativo Capital Management's Lazard position peaked at $1.35M in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Ativo Capital Management's 13F filing for Q1 2016, filed 13 May 2016.