Creative Planning
LOR

Creative Planning’s Lazard World Dividend & Income Fund, Inc. LOR Stock Holding History

Creative Planning’s Portfolio LOR Stock Details LOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$13K – 3541
2013
Q3 		$13K Buy
+1,000
New +$13.2K ﹤0.01% 2334

Other funds holding LOR

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's LOR Position: Q4 2013 in Review

Creative Planning sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q4 2013, closing a stake of 1,000 shares — an estimated $13K sold.

Creative Planning first reported a position in LOR in Q3 2013 and held it in 1 quarter. The position peaked at $13K in Q3 2013. 18 funds tracked by Wall St. Rank hold LOR as of Q4 2013.

  • Creative Planning reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 1,000 Lazard World Dividend & Income Fund, Inc. shares in Q4 2013, an estimated $13K.
  • Creative Planning first reported a position in Lazard World Dividend & Income Fund, Inc. in Q3 2013 and held it in 1 quarter.
  • Creative Planning's Lazard World Dividend & Income Fund, Inc. position peaked at $13K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.