B. Riley Wealth Advisors’s Lazard LAZ Stock Holding History

B. Riley Wealth 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	-2,145	Closed	-$107K	–	1338
2014 Q4	$107K	Buy	+2,145	New	+$106K	﹤0.01%	1683
2014 Q3	–	Sell	-3,399	Closed	-$175K	–	1329
2014 Q2	$175K	Buy	+3,399	New	+$167K	0.04%	496
2013 Q4	–	Sell	-3,379	Closed	-$122K	–	700
2013 Q3	$122K	Buy	+3,379	New	+$120K	0.04%	490

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

B. Riley Wealth Advisors's LAZ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Lazard (LAZ) in Q1 2015, closing a stake of 2,145 shares — an estimated $107K sold.

B. Riley Wealth Advisors first reported a position in LAZ in Q3 2013 and held it in 3 quarters. The position peaked at $175K in Q2 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,145 Lazard shares in Q1 2015, an estimated $107K.
B. Riley Wealth Advisors first reported a position in Lazard in Q3 2013 and held it in 3 quarters.
B. Riley Wealth Advisors's Lazard position peaked at $175K in Q2 2014.
286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.