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C.M. Bidwell & Associates’s Lazard LAZ Stock Holding History

C.M. Bidwell & 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
2014
Q3 		– Sell
-3,980
Closed -$205K – 262
2014
Q2 		$205K Sell
3,980
-45
-1% -$2.22K 0.05% 142
2014
Q1 		$190K Buy
+4,025
New +$181K 0.05% 149

Other funds holding LAZ

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

C.M. Bidwell & Associates's LAZ Position: Q3 2014 in Review

C.M. Bidwell & Associates sold out of Lazard (LAZ) in Q3 2014, closing a stake of 3,980 shares — an estimated $205K sold.

C.M. Bidwell & Associates first reported a position in LAZ in Q1 2014 and held it in 2 quarters. The position peaked at $205K in Q2 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • C.M. Bidwell & Associates reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,980 Lazard shares in Q3 2014, an estimated $205K.
  • C.M. Bidwell & Associates first reported a position in Lazard in Q1 2014 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Lazard position peaked at $205K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2014, filed 14 Nov 2014.