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Checchi Capital Advisers’s Lazard LAZ Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-532
Closed -$16K – 839
2016
Q2 		$16K Sell
532
-335
-39% -$11.6K ﹤0.01% 1209
2016
Q1 		$34K Buy
+867
New +$31.1K 0.01% 943

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Checchi Capital Advisers's LAZ Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Lazard (LAZ) in Q3 2016, closing a stake of 532 shares — an estimated $16K sold.

Checchi Capital Advisers first reported a position in LAZ in Q1 2016 and held it in 2 quarters. The position peaked at $34K in Q1 2016. 249 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 532 Lazard shares in Q3 2016, an estimated $16K.
  • Checchi Capital Advisers first reported a position in Lazard in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Lazard position peaked at $34K in Q1 2016.
  • 249 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.