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BTC Capital Management’s Lazard LAZ Stock Holding History

BTC Capital Management’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
-59,754
Closed -$2.59M – 176
2015
Q3 		$2.59M Buy
59,754
+11,274
+23% +$581K 0.62% 61
2015
Q2 		$2.72M Buy
48,480
+429
+0.9% +$23.9K 0.63% 57
2015
Q1 		$2.53M Buy
48,051
+2,340
+5% +$115K 0.58% 69
2014
Q4 		$2.29M Buy
45,711
+3,304
+8% +$164K 0.57% 80
2014
Q3 		$2.15M Buy
+42,407
New +$2.22M 0.55% 78

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 $8.93B AUM 29.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTC Capital Management's LAZ Position: Q4 2015 in Review

BTC Capital Management sold out of Lazard (LAZ) in Q4 2015, closing a stake of 59,754 shares — an estimated $2.59M sold.

BTC Capital Management first reported a position in LAZ in Q3 2014 and held it in 5 quarters. The position peaked at $2.72M in Q2 2015. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • BTC Capital Management reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • BTC Capital Management sold 59,754 Lazard shares in Q4 2015, an estimated $2.59M.
  • BTC Capital Management first reported a position in Lazard in Q3 2014 and held it in 5 quarters.
  • BTC Capital Management's Lazard position peaked at $2.72M in Q2 2015.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on BTC Capital Management's 13F filing for Q4 2015, filed 8 Feb 2016.