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Bellwether Investment Group’s Lazard LAZ Stock Holding History

Bellwether Investment 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
Q1 		– Sell
-38
Closed -$2K – 879
2016
Q4 		$2K Buy
+38
New +$1.48K ﹤0.01% 895
2016
Q2 		$176K Buy
+5,925
New +$205K 0.19% 128

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bellwether Investment Group's LAZ Position: Q1 2017 in Review

Bellwether Investment Group sold out of Lazard (LAZ) in Q1 2017, closing a stake of 38 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in LAZ in Q2 2016 and held it in 2 quarters. The position peaked at $176K in Q2 2016. 285 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • Bellwether Investment Group reported no remaining Lazard position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 38 Lazard shares in Q1 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Lazard in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Lazard position peaked at $176K in Q2 2016.
  • 285 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.