Comprehensive Financial Consultants Institutional’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio LGI Stock Details LGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-630	Closed	-$11K	–	334
2021 Q4	$11K	Buy	+630	New	+$12.8K	0.01%	333

Other funds holding LGI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's LGI Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Lazard Global Total Return & Income Fund (LGI) in Q1 2022, closing a stake of 630 shares — an estimated $11K sold.

Comprehensive Financial Consultants Institutional first reported a position in LGI in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 39 funds tracked by Wall St. Rank hold LGI as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Lazard Global Total Return & Income Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 630 Lazard Global Total Return & Income Fund shares in Q1 2022, an estimated $11K.
Comprehensive Financial Consultants Institutional first reported a position in Lazard Global Total Return & Income Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Lazard Global Total Return & Income Fund position peaked at $11K in Q4 2021.
39 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.