BAS
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Brown Advisory Securities’s Lazard LAZ Stock Holding History

Brown Advisory Securities’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
Q4 		– Sell
-11,605
Closed -$500K – 309
2015
Q3 		$500K Hold
11,605
– – 0.18% 135
2015
Q2 		$652K Hold
11,605
– – 0.22% 107
2015
Q1 		$609K Sell
11,605
-2,820
-20% -$139K 0.21% 118
2014
Q4 		$722K Buy
14,425
+5,620
+64% +$279K 0.26% 99
2014
Q3 		$444K Buy
8,805
+1,910
+28% +$100K 0.16% 146
2014
Q2 		$357K Buy
+6,895
New +$340K 0.13% 182

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AI
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VFA
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Franklin Resources
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Fidelity Investments
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William Blair Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return