Braun Stacey Associates’s Lazard LAZ Stock Holding History

Braun Stacey Associates’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 Q2	–	Sell	-7,300	Closed	-$283K	–	149
2016 Q1	$283K	Hold	7,300	–	–	0.02%	145
2015 Q4	$329K	Hold	7,300	–	–	0.02%	132
2015 Q3	$316K	Sell	7,300 -25,835	-78%	-$1.33M	0.02%	136
2015 Q2	$1.86M	Buy	33,135 +25,835	+354%	+$1.44M	0.08%	160
2015 Q1	$384K	Buy	7,300 +1,300	+22%	+$64.1K	0.02%	126
2014 Q4	$300K	Hold	6,000	–	–	0.02%	144
2014 Q3	$304K	Buy	6,000 +300	+5%	+$15.7K	0.02%	140
2014 Q2	$294K	Buy	+5,700	New	+$281K	0.02%	140

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

VFA

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

CWAM

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

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

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

Braun Stacey Associates's LAZ Position: Q2 2016 in Review

Braun Stacey Associates sold out of Lazard (LAZ) in Q2 2016, closing a stake of 7,300 shares — an estimated $283K sold.

Braun Stacey Associates first reported a position in LAZ in Q2 2014 and held it in 8 quarters. The position peaked at $1.86M in Q2 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

Braun Stacey Associates reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
Braun Stacey Associates sold 7,300 Lazard shares in Q2 2016, an estimated $283K.
Braun Stacey Associates first reported a position in Lazard in Q2 2014 and held it in 8 quarters.
Braun Stacey Associates's Lazard position peaked at $1.86M in Q2 2015.
251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Braun Stacey Associates's 13F filing for Q2 2016, filed 19 Aug 2016.