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Barrington Strategic Wealth Management Group’s Lazard LAZ Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$1.85M Sell
41,023
-126
-0.3% -$5.59K 0.94% 27
2017
Q2 		$1.91M Sell
41,149
-1,057
-3% -$47.4K 0.97% 27
2017
Q1 		$1.94M Sell
42,206
-145
-0.3% -$6.25K 1.01% 27
2016
Q4 		$1.74M Buy
42,351
+14,830
+54% +$576K 0.93% 30
2016
Q3 		$1M Buy
27,521
+5,250
+24% +$184K 0.56% 50
2016
Q2 		$663K Sell
22,271
-180
-0.8% -$6.24K 0.38% 68
2016
Q1 		$871K Sell
22,451
-1,059
-5% -$38K 0.5% 54
2015
Q4 		$1.06M Sell
23,510
-7
-0% -$321 0.62% 43
2015
Q3 		$1.02M Sell
23,517
-405
-2% -$20.9K 0.65% 47
2015
Q2 		$1.34M Buy
23,922
+120
+0.5% +$6.67K 0.81% 41
2015
Q1 		$1.25M Buy
23,802
+60
+0.3% +$2.96K 0.77% 43
2014
Q4 		$1.19M Buy
23,742
+275
+1% +$13.6K 0.76% 44
2014
Q3 		$1.19M Sell
23,467
-745
-3% -$39K 0.77% 43
2014
Q2 		$1.25M Sell
24,212
-275
-1% -$13.6K 0.79% 43
2014
Q1 		$1.15M Buy
24,487
+176
+0.7% +$7.92K 0.75% 46
2013
Q4 		$1.1M Buy
24,311
+278
+1% +$11.3K 0.73% 45
2013
Q3 		$866K Buy
24,033
+125
+0.5% +$4.43K 0.77% 46
2013
Q2 		$769K Buy
+23,908
New +$799K 0.63% 52

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Barrington Strategic Wealth Management Group's LAZ Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Lazard (LAZ) stake by 0.31% in Q3 2017, selling an estimated $5.59K and leaving 41,023 shares worth $1.85M. The position accounts for 0.94% of the portfolio, ranked #27.

Barrington Strategic Wealth Management Group first reported a position in LAZ in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.94M in Q1 2017. 289 funds tracked by Wall St. Rank hold LAZ as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 41,023 shares of Lazard worth $1.85M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 126 Lazard shares in Q3 2017, an estimated $5.59K.
  • Lazard made up 0.94% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #27 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Lazard in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's Lazard position peaked at $1.94M in Q1 2017.
  • 289 funds tracked by Wall St. Rank held Lazard as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.