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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

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Securities's LAZ Position: Q4 2015 in Review

Brown Advisory Securities sold out of Lazard (LAZ) in Q4 2015, closing a stake of 11,605 shares — an estimated $500K sold.

Brown Advisory Securities first reported a position in LAZ in Q2 2014 and held it in 6 quarters. The position peaked at $722K in Q4 2014. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • Brown Advisory Securities reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • Brown Advisory Securities sold 11,605 Lazard shares in Q4 2015, an estimated $500K.
  • Brown Advisory Securities first reported a position in Lazard in Q2 2014 and held it in 6 quarters.
  • Brown Advisory Securities's Lazard position peaked at $722K in Q4 2014.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on Brown Advisory Securities's 13F filing for Q4 2015, filed 8 Feb 2016.