Baldwin Wealth Partners’s Lazard LAZ Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-350	Closed	-$10K	–	549
2016 Q2	$10K	Hold	350	–	–	﹤0.01%	396
2016 Q1	$14K	Buy	+350	New	+$12.6K	﹤0.01%	389

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Baldwin Wealth Partners's LAZ Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of Lazard (LAZ) in Q3 2016, closing a stake of 350 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in LAZ in Q1 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2016. 249 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

Baldwin Wealth Partners reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 350 Lazard shares in Q3 2016, an estimated $10K.
Baldwin Wealth Partners first reported a position in Lazard in Q1 2016 and held it in 2 quarters.
Baldwin Wealth Partners's Lazard position peaked at $14K in Q1 2016.
249 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.