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Commonwealth Financial Services’s Lazard LAZ Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$217K Buy
4,875
+347
+8% +$15K 0.24% 51
2016
Q4 		$184K Buy
+4,528
New +$176K 0.18% 58

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Commonwealth Financial Services's LAZ Position: Q1 2017 in Review

Commonwealth Financial Services increased its Lazard (LAZ) stake by 7.7% in Q1 2017, buying an estimated $15K and bringing the position to 4,875 shares worth $217K. The position accounts for 0.24% of the portfolio, ranked #51.

Commonwealth Financial Services first reported a position in LAZ in Q4 2016 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • Commonwealth Financial Services held 4,875 shares of Lazard worth $217K as of Q1 2017.
  • Commonwealth Financial Services bought 347 Lazard shares in Q1 2017, an estimated $15K.
  • Lazard made up 0.24% of Commonwealth Financial Services's portfolio in Q1 2017, its #51 holding.
  • Commonwealth Financial Services first reported a position in Lazard in Q4 2016 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.